Services

Strategic tax advisory — built for founders.

Strategic tax planning, entity structure, cloud bookkeeping, and the long‑term advisory that keeps your business organized, intentional, and growing intelligently. Chicago based — serving founders nationwide.

01

Strategic Tax Planning

Smart decisions made before they become deadlines.

Year‑round planning so every business move — hiring, equity, distributions, growth — is made with the tax picture clearly in front of you.

  • Mid‑year and Q4 tax projections
  • Entity structure & owner compensation strategy
  • Quarterly estimated payment guidance
  • Retirement & deferral planning
  • Year‑end tax savings opportunities
  • On‑call answers to the questions in between
02

Founder & Owner Tax Strategy

Personal returns engineered for founders, not retail filers.

Personal tax strategy for owners and operators whose business and personal returns are deeply connected — equity, K‑1 income, multi‑state, and beyond.

  • Personal tax return (1040) with full strategy
  • Equity, RSU & stock option planning
  • K‑1 and pass‑through income coordination
  • Multi‑state residency & nexus review
  • Charitable & deferral strategy
  • Coordination with business return
03

Entity & Structure Strategy

The right architecture for the business you're actually building.

Entity selection, owner compensation, and the structural decisions that compound over years. Done up front — not patched together later.

  • LLC vs. S‑corp vs. C‑corp analysis
  • Owner comp & reasonable salary strategy
  • Multi‑entity & holding structures
  • State of formation review
  • Founder equity & cap table coordination
  • Annual structure review
04

Bookkeeping & Close

Clean books a non‑accountant can actually read.

Monthly cloud bookkeeping for founders and growing businesses. Reconciled accounts, organized records, and reports that drive decisions.

  • Monthly transaction categorization & reconciliation
  • QuickBooks Online setup, cleanup & optimization
  • Monthly P&L and balance sheet
  • 1099 preparation & filing
  • Sales tax filings (where applicable)
  • Year‑end handoff straight into your tax return
05

Business Advisory

A trusted voice for the decisions that move the business forward.

Quarterly business reviews and strategic conversations — the financial partner you call before any meaningful business decision gets made.

  • Quarterly business review meetings
  • Profitability & margin analysis
  • Owner compensation review (S‑corp)
  • Hiring & expansion conversations
  • Coordination of business & owner returns
  • Strategic financial decision support
06

Cloud Accounting Stack

Modern infrastructure for modern operators.

A fully cloud‑based accounting stack — built around QuickBooks Online and integrated tools that scale with your business.

  • QuickBooks Online setup & integrations
  • App stack design (banking, billing, expense)
  • Secure document portal
  • Digital onboarding from prior firms
  • E‑signature & encrypted exchange
  • Remote collaboration in all 50 states
07

Cash Flow Oversight

Knowing what's coming — before it arrives.

Forward‑looking cash visibility so you can hire, invest, and grow with intention instead of reacting to whatever the bank balance says today.

  • Rolling cash flow projections
  • Receivables & payables review
  • Owner draw & distribution planning
  • Tax reserve guidance
  • Seasonal & runway planning
08

R&D & Specialty Tax Credits

Recovering dollars founders routinely leave on the table.

When they apply, we identify, document, and defend the credits that quietly add up to meaningful capital — without the over‑promised playbook.

  • R&D tax credit qualification analysis
  • Documentation & substantiation
  • Payroll tax offset coordination
  • Industry‑specific credit review
  • Multi‑year lookback when appropriate
A note on fit

A boutique practice, on purpose.

Le CPA Group is intentionally a boutique firm. Tram takes on a limited number of new founders each year so the work stays strategic, the advisory stays personal, and response times stay fast.

Our best fit is ambitious owners who want a long‑term strategic partner — not a once‑a‑year tax filer. If that sounds like you, let's talk.

Next step

Not sure which service fits? Just start with a conversation.

A short strategy call is the easiest way to figure out what your business actually needs — and what it would cost to have it handled intelligently.