Accounting & Auditing

When you need accounting solutions, it's best to turn to professionals you can trust. Whether you need accounting services for individual, family, non-profit, or small business purposes, Pasquesi Sheppard LLC is an accounting firm that has the staff, knowledge, and experience to provide a personalized understanding of your needs.

We offer tax preparation and tax planning services to individuals, families, small businesses, and not-for-profit organizations.

Since 1975, we have taken pride in working closely with each of our clients to help them make better financial decisions.

Auditing Accounting

In addition to first-class tax preparation and tax planning, Pasquesi Sheppard LLC offers comprehensive audit services to small businesses. In order to make the best decisions about the way forward, it's critical for management to have a clear vision of your company's finances. Outsourced accounting services can provide an objective overview of a company's strengths and weaknesses, offering invaluable feedback on potential areas for growth and optimization.

Pasquesi Sheppard LLC and our partners have the knowledge and experience necessary for conducting a thorough analysis of your organization's structure. With a comprehensive understanding of your business, we can work together to create accounting systems and prepare projections and forecasts that will allow management to direct the company successfully.

Our partners will thoroughly examine your company's financial records and financial statements to ensure that your business is in compliance with tax law. We can help you make sure that your bookkeeping procedures are optimized and provide the required information about your finances clearly and accurately. This will mitigate risk for your organization and protect its overall financial health.

Should any irregularities or areas of concern be brought to light during the auditing process, we can help generate solutions and help you choose the best way forward to get your finances and reporting practices back into compliance. You can trust that we will maintain the utmost confidentiality in dealing with your affairs, and we will subject your finances to intense scrutiny to help you prepare for any external evaluation.

In the auditing process, your organization's security and financial transparency are our key concerns. We will examine your financial systems to minimize the potential for errors, and we will help you by providing statements and records that can be presented to stakeholders to instill confidence in your company.

When you partner with our auditing services, we can help guide you in running your organization more effectively and we will be standing by to answer your questions about taxes. You can trust that we have the most current information about tax law, so when you consult with our partners, you will be able to create a comprehensive and considered financial and tax plan for your organization.

Our Services

In addition to auditing, we offer a comprehensive array of accounting services.

  • Income tax preparation: We provide accurate, error-free, up-to-date tax preparation for individuals and small businesses. We can provide personalized attention to your specific circumstances in order to save you time and money.
  • Tax planning: If you are self-employed or run a small business, we can help you map out your approach to both filing and preparing for your annual taxes. We can help you determine withholdings and making quarterly estimated payments. We will make sure that you are well-informed so that you don't face any uncomfortable surprises at tax time.
  • Audits: In the event of an IRS audit, we will be right there by your side to work through the process with you. You can count on our experience and knowledge to back you up and help you reach a fair and favorable outcome.
  • Estate planning: There truly is no time like the present when it comes to preparing for the future of your family and preserving your wealth. We will work with you to develop a plan that best suits your situation and financial interests.
  • QuickBooks & Bookkeeping: We provide QuickBooks, write-up and bookkeeping services to businesses, family partnerships, trusts, and not-for-profit organizations. We can work with your accounting department or independently as your outsourced accounting department.
  • Family office services: We offer an array of valuable time-saving services to high-net-worth individuals and their families, including bill payment, personal financial statements, coordination of professional service providers, and comprehensive concierge services.
  • Financial forecasting: We can help you and your family prepare for handling taxes and finances well into the future. We assist with personal, partnership and trust accounting, and we can work with your other service providers to help you make good choices about insurance, investments, and trusts.
  • Mergers and acquisitions: We specialize in accounting services for small businesses. As your business grows and circumstances change, we can be a helpful ally in taking you to the next step.

Our Clients

Located in Lake Forest, Illinois, Pasquesi Sheppard LLC has proudly served the North Shore and the greater Chicago metropolitan area since 1975. We specialize in providing tax preparation and financial planning services for closely held private businesses and their owners, high-net-worth individuals and families, and non-profit organizations.

We maintain a highly confidential online client management system through our website. This provides a safe space for communication between our expert partners and our clients.

We also provide helpful answers to common questions about taxes and financial planning on our blog. If you have a burning question about a tax issue, there's a good chance that we have researched it and provided some information about it there. You will find advice on strategies for saving money on taxes and avoiding any potential pitfalls in managing your personal or company finances.

Through the years, our business has grown the old-fashioned way: organically through referrals and word of mouth. By providing excellent service and expert advice about all tax matters, we have formed close, enduring relationships with a broad client base.

We would love to work with you and help you prepare for your financial future. Contact Pasquesi Sheppard LLC today and let us know how we can help you achieve your goals.

Experienced and professional accountants Ready to talk.

Call now for a consultation