Lewis & Associates Tax Planning, Inc.

(630) 845-9664
Hours of Operation
Monday - Friday:
9:00 a.m. - 5:30 p.m.


Get Ready for Tax Season with Our Tax Services in St. Charles, IL

Count on Lewis & Associates Tax Planning, Inc. for professional tax planning and tax preparation services. If you need to reduce your income tax liabilities, then it requires a solid plan. At our tax planning firm, we help business owners and individuals alike reduce liabilities through proactive strategizing. These strategies begin with a free review of both current and past tax filings. Then, we’ll provide a customized plan that can be implemented by our staff or your tax specialist. Schedule an appointment today if you need tax services in St. Charles, IL.

Tax Preparation Services in St. Charles, IL

A Range of Professional Tax Planning Solutions

Our financial professionals closely monitor all changes in the tax laws and regulations, paying careful attention to detail. This allows us to provide advice and guidance that minimizes your legal tax burden. Some of the tasks we perform include:

  • Reviewing Your Past Tax Returns
  • Discussing Your Current and Anticipated Income from a Tax Perspective
  • Finding All Allowed Deductions and Credits to Which You're Entitled

Simplified Bookkeeping & Computerized Accounting

Whether you're a small business owner, a manager at a mid-sized corporation, or a self-employed freelancer, the team at Lewis & Associates Tax Planning, Inc. is at your service. We offer comprehensive bookkeeping services designed to keep your finances in check.

Get Your Bookkeeping Under Control

We partner with Creative Business Authority, Inc. of St. Charles, Illinois, to provide the comprehensive services you need. Mr. Pete LaSalle is a QuickBooks Pro Advisor who can provide:

  • Setup and Maintenance of Computerized Accounting Systems
  • Payroll Services
  • Bookkeeping
  • Reconciliation of Bank and Credit Card Statements
  • Invoicing
  • Vendor Payments
  • Bank Deposits
  • Preparation Financial Statements, Including P and L, Balance Sheets, Cash Flow, and Budget
  • Consulting Services
  • Setup and Training on QuickBooks
  • QuickBooks Auditing and Catch-Up Services
Tax Planning in St. Charles, IL – with Mr. Pete Lasalle

Before, During, and After Tax Season

Have you been keeping track of your taxes? Is your paperwork in order? We work to prepare you for tax season and to resolve any issues. Whatever your tax situation, you’ll feel confident knowing that our professionals can address everything. We handle income taxes, payroll taxes, sales taxes, and everything else that affects your personal finances or your business. Due to our experience in the field, we ensure prompt delivery of completed forms, so you do not have to worry about meeting deadlines. Take advantage of our different tax services, and forget about the tedious task of filing taxes. 

Experts at Tax Planning and Preparation

It’s not easy to file your taxes when there are so many complex laws and regulations. Fortunately, you don’t need to concern yourself with the details. We prepare and file your tax return while ensuring all the information is correct. Best of all, we help you plan for next year and the years to come. This makes filing much easier, and it allows you to structure your tax payments throughout the year if needed. Put the days of tedious income tax preparation and confusing rules behind you. Let our experts handle your tax returns this year. 

Contact us to schedule a consultation if you need tax services for yourself or your business. We proudly serve clients throughout St. Charles, IL, and the surrounding areas.