Accounting Services in Lake Forest, Illinois

Experience, Commitment & Client Service

Pasquesi Sheppard provides highly personalized accounting services for individuals and businesses in the Lake Forest and Chicago area. We take pride in offering thoughtful solutions that are tailored to each client's needs. Our talented certified public accountants get to know each client so we can offer knowledgeable assistance with business and personal finance decisions. We specialize in high-net-worth individuals and families, nonprofit organizations, and business accounting services.

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With a 40-year history of providing expert services for financial and estate planning, taxation, business consulting, and accounting, our partners and professional staff members are well-equipped to meet your needs. We offer the experience and knowledge that you want on your side as you're planning for your financial future.

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Pasquesi Sheppard conference room in Lake Forest office

Audit Services

Regular auditing is one of the most important accounting services for a small business to invest in. While you can handle some accounting needs in-house, an audit is something that's best left to an outside company. When you hire an external auditor with Pasquesi Sheppard, you access an unbiased resource for your business planning. Our auditors are skilled at carefully assessing the state of your financial records and statements and looking for irregularities or areas of concern. We can bring easily overlooked issues to light and help you improve your business practices and strengthen your bottom line.

If you're facing an IRS audit, our professionals will work through every step of the process with you. We stay by your side throughout the audit and work on your behalf to help you achieve the most favorable outcome.

Tax Preparation Services

Our tax preparation accounting services for small businesses and individuals help clients stay in compliance with the myriad tax laws that change each year. Keeping up with the ever-changing tax code is a full-time job that you don't have time for. Our professionals specialize in understanding and optimizing the tax rates and deductions that are available for you.

We can help you navigate every step of your tax preparation and planning, whether you're looking to reduce estate taxes, affordably manage employee benefit plans, or defer income. We always take the time to understand your needs and assess the full scope of your financial situation, whether you're an individual navigating complex personal taxes or a small business seeking tax and accounting services to help you manage your bottom line. Working with our team, you'll have the peace of mind that comes from knowing your taxes were handled properly.

Business Consulting

Pasquesi Sheppard's business consulting services go beyond traditional business accounting services to include solutions for marketing, human resources, and management. We can help you navigate certain legal matters, optimize operations, handle mergers and acquisitions, and assist with staffing solutions. Whether you're looking for an outside resource to help you manage the initial stages of your startup or you need an experienced professional to help you take a fresh approach to longstanding business practices, our staff members can help.

Pasquesi Sheppard partners with several talented individuals who have more than 20 years of experience assisting clients with their business consulting needs. Contact us for tailored solutions that will meet your exact needs.

Financial Planning & Consulting

Outsourced accounting services are a wise choice for financial planning services because these unbiased resources can provide you with a fresh and innovative approach to your business practices. Our financial consultants and accountants at Pasquesi Sheppard can help you manage your current financial situation while thoughtfully preparing for your long-term needs. We keep both your current and future fiscal health in mind at every stage in the process.

Financial planning can encompass myriad aspects of accounting including financial forecasting, bookkeeping, estate planning, and tax planning. We work closely with each client to create a personalized plan that addresses the areas of financial consulting that are most relevant and critical to their needs. From employee enrollment to payroll management, we can help you assess every step of your business operations to determine how these impact your short- and long-term financial plans.

Bookkeeping Services

Contact Pasquesi Sheppard for experienced bookkeeping professionals who can help you find and follow every last dime that passes through your personal or business accounts. To enjoy accurate and profitable financial planning, you must know where all of your income and expenses lie. If you've used guesswork, rounding, or generalizations to manage your finances, you could be hitting far off the mark in your final calculations.

Our bookkeepers use QuickBooks and other tools to help you identify overlooked funds or resources, organize your financial obligations, and meet your financial responsibilities in a timely manner. Our experts will help you maintain a strong financial standing and account for all of your assets properly.

Family Office Services

Our family office services are designed for individuals and families with a high net worth. We serve as a financial concierge, assisting with all the needs of your household. We help you manage your family and organize your finances so you can rest easy knowing that your accounts are well taken care of. Our professionals coordinate with your insurance agents, attorneys, and other financial advisors to make sure all of your needs are thoughtfully handled.

Our family office services can provide assistance in a variety of areas, including travel planning, special event coordination, home repairs, and payroll management for household employees. Enjoy all the conveniences of a personal assistant who has a mindful eye toward your financial health and well-being. We will help you simplify your family life so you can focus on the things that matter most to you.

Our team at Pasquesi Sheppard is equipped to help you with nearly any financial need, whether you're managing a small business or simply managing your home. We take the time to get to know each client so we can keep an eye on the future and help you set up your finances now to achieve your important goals in the future. 

Contact our office to learn more about our accounting services and discuss which solution is best for you.

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