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    
Consulting for Individuals logo: a purple circle with the outline of a person's face.
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
2023AMERICA'S BEST TAX AND ACCOUNTING FIRMS Forbes, 2021-2023 Rankings
BEYOND THE TOP 100:FIRMS TO WATCH Accounting Today, 2014-2024 Rankings
2024 Top WorkplacesCULTURE EXCELLENCE AWARD - EMPLOYEE WELL-BEING & PROFESSIONAL DEVELOPMENT Energage, 2021-2024 Rankings
Top 200public accounting firms INSIDE Public Accounting, 2013-2023 Rankings
2023LARGEST ACCOUNTING FIRMS Crain's Chicago Business, 2011-2023 Rankings
TOP WORKPLACES USA Energage, 2020-2023 Rankings
TOPWORKPLACES The Chicago Tribune 2010-2016; 2020-2023 Rankings
GREAT LAKESRegional Leader Accounting Today, 2012-2024 Rankings
over40 years Of High Performing Service To Clients In Chicago & Beyond

Resources 

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seminars & events

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