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
2021TOP WORKPLACES USA Energage
2021 FINANCIAL SERVICES INDUSTRY TOP WORKPLACES USA
2020 TOP WORKPLACES The Chicago Tribune
top 200public accounting firms INSIDE Public Accounting 2013-2020 Rankings
TOP 100FIRMS TO WATCH Accounting Today's 2014-2021 Rankings
GREAT LAKESRegional Leader Accounting Today's 2012-2021 Rankings
over40 years Of High Performing Service To Clients In Chicago & Beyond

Resources 

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seminars & events

11.4.21 8:30am - 11:00am

Real Estate Tax Planning in an Uncertain Tax Environment

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