Tax Services Brighter horizons with 20/20 foresight

You depend on your accountant to find as many savings opportunities as possible in the tax return preparation process. At ORBA, our tax experts go beyond the routine deductions and help businesses, high-net-worth families and individuals develop optimal, long-term tax planning strategies that address your unique financial situation. At the core of our practice is a fully-integrated team of creative researchers, planners and tax law experts. We provide proactive tax advice specifically designed for each and every client.

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Beyond combining tax planning and preparation services, what sets us apart from other providers is a resourceful team approach. Whether working on individual, corporate, partnership, estate, trust or other plans and returns, our professionals help you make the most of your money through knowledgeable planning and expert advice.

Future-focused resourcefulness

Business

  • Preparation of corporate, partnership and related income tax return filings
  • State and local tax expertise
  • Tax structuring and transaction assistance
  • Tax planning and research
  • International tax assistance
  • Representation before the IRS, state and local taxing authorities
  • Executive compensation and bonus plans
  • Merger and acquisition representation
  • Research and development credits
  • Cost segregation studies
  • Other federal, state and local tax credits
  • Periodic tax law updates that directly impact your business

Individual

  • Preparation of individual income tax returns and related filings
  • State and local tax expertise
  • Tax planning and research
  • International tax assistance
  • Representation before the IRS, state and local taxing authorities
  • Stock option planning
  • Planning for real estate and real estate professionals
  • Analysis of conversion of qualified retirement funds from traditional to ROTH
  • Charitable giving strategies
  • Planning for closely-held business interests
  • Gift and estate tax planning and preparation
  • Periodic tax law updates that directly impact your situation    

Estate & Trust

  • Preparation of trust and estate income tax returns and related filings
  • State and local tax expertise
  • Tax planning and research
  • International tax assistance
  • Representation before the IRS, state and local taxing authorities
  • Preparation of estate and gift tax returns and related filings
  • Trust and estate distribution planning
  • Trust funding analysis
  • State nexus planning
  • Family limited partnership planning and preparation
  • Transfer tax valuation of hard-to-value assets
  • Preparation and planning for specialized trusts, including charitable trusts, special needs trusts, grantor retained annuity trusts and intentionally defective grantor trusts

Resources

Tax Services

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Firms News

05.30.18

ORBA Wins Association of Accounting Marketing Achievement Awards
CHICAGO — Ostrow Reisin Berk & Abrams, Ltd. (ORBA), one of Chicago’s largest accounting firms, is the recipient of the Association of Accounting Marketing (AAM) Marketing Achievement Award in three separate categories: Website, Digital Advertising, and Collateral and Content Marketing. The awards were announced at AAM’s annual conference in Portland, Oregon. ORBA was recognized for its […]

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Media Mentions

05.31.18

Various Media – ORBA Wins Association of Accounting Marketing Awards

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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Forward Thinking
Forward Thinking