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SERVICES TO INDIVIDUALS

Whether you’re a business owner or high-net worth individual, your personal tax strategy and wealth management can dramatically impact your future goals. At ORBA, our experienced team of advisors ensures that you reach those goals while maximizing your tax position and offering peace of mind.


Income Tax Services

  • Federal income tax preparation
  • State and local income tax preparation
  • Representation before Federal and State taxing authorities
  • Income tax consulting and planning

Personal Financial Planning

  • Comprehensive personal financial planning
  • Estate and gift planning
  • Education funding
  • Investment analysis and planning
  • Retirement planning
  • Budgeting and forecasting
  • Cash flow management
  • Charitable giving

Other Services

  • Family office and wealth management
  • Bill payment and recordkeeping
  • Investment oversight and monitoring
  • Risk management and asset protection
  • Marital dissolution planning
  • Personal financial statement preparation
  • Loan analysis and negotiation assistance

  • Businesses
  • Individuals
  • Not-For-Profit
  • Trusts & Estates
  • Qualified Benefit Plans




Ostrow Reisin Berk & Abrams, Ltd. (ORBA) is a full-service accounting, tax and business consulting firm located in downtown Chicago that serves privately-held companies, individuals and nonprofit organizations. ORBA’s Certified Public Accountants have experience with accounting and assurance, business advisory services, estate planning, financial planning, fraud investigation, tax, litigation, and mergers and acquisitions. With some of the highest levels of direct client involvement in the industry, ORBA is where clients go to build long-standing, meaningful and successful relationships with resourceful, proactive business and tax advisors. For more information, visit www.orba.com, subscribe to our blog www.orbablog.com or connect with us on LinkedIn.


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  • NBC Tower - Suite 1500
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  • 455 N. Cityfront Plaza Dr.
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  • Chicago, IL 60611-5313
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  • P: 312.670.7444
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  • F: 312.670.8301
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