Accountant in Naperville, IL

CPA in Naperville, IL | Tax preparation Naperville | Tax preparer near Naperville, IL

Naperville Accountant & CPA Firm

There’s a lot more to individual and family tax preparation in Naperville, IL. While many Naperville accounting firms and Naperville CPAs will prepare and file your business tax return, Stenger Tax Advisory takes a more proactive approach, focused on tax strategy.

Stenger Tax Advisory can offer you and your family comprehensive tax planning, preparation, and filing services bundled together for an upfront, transparent price. While we do offer hourly services, Stenger Tax Advisory and our team of Naperville accountants will provide you and your family with project based pricing so there are no surprises along the way.

Our team of accountants in Naperville, IL stay up to date on recent tax law changes. We can assist your family with personal tax preparation services, K-1 distributions, 1099 and 1040 filings, and a variety of other tax preparation services in Naperville.

Naperville CPA | Schedule Tax Preparation Consultation

Individuals & Families

  • Family Tax Preparation

    Stenger Tax Advisory can prepare and file taxes for your family. We offer family based pricing for your children and grandchildren as well. Stenger Tax Advisory offers high-touch service alongside our tax preparation services.

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  • Individuals

    Stenger Tax Advisory and our team of Naperville CPAs can file and prepare your individual tax return, including K-1 distributions, rental properties, consulting income, and business pass through income.

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  • High Net Worth Tax Preparation

    Our team of Naperville accountants offer comprehensive tax strategy and preparation services coordinated with your personal financial advisor or through our partner company, Stenger Family Office.

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Form 1040

Form 1040 is the most common type of individual tax return form. Most small businesses pass through their income to owners, therefore owners almost always file a form 1040.

Schedule K-1

Schedule K-1 is the form that reports the amounts that are passed through to each party that has an interest in an entity, such as a business partnership or S-corporation.

Rental Property Taxes

Rental property income is subject to tax and should be reported as rental income on Schedule E. You are typically able to deduct ordinary and necessary expenses incurred over the course of owning the properties.

Tax preparation for consultants.

Stenger Tax Advisory offers customized consulting and tax preparation services for consultants that have an LLC, sole-proprietorship, or limited partnership. We can help you decide if taking an S election makes sense for your consulting practice and determine which type of retirement savings plan will best maximize your long term savings.

Retirement Savings Consultation

  • You may contribute to a pre-tax, traditional IRA up to $6,500 in 2023. If you’re age 50 or older, you may contribute up to $7,500.

    Your personal circumstances and income will affect your ability to deduct the contribution amount from your tax return.

  • Roth IRA contributions are made on an after tax basis and not subject to mandatory withdrawal rules. Money grows on a tax free basis during your lifetime.

    You may contribute base on your income up to $6,500 in 2023 or $7,500 when you are 50 or older.

  • SEP-IRA plans are a great way for self employed individuals looking for a low cost, easy way to save for retirement. Contributions are tax deductible in most cases.

    2023 SEP-IRA contribution limits are either 25% of compensation or $66,000, whichever is less.

  • Simple IRA plans allow small business owners and their employees the ability to save money for retirement without testing requirements and compliance hurdles that go along with 401(K) plans.

    Employee contributions are limited to $15,500 for 2023 and catch-up contributions are $3,500 for ages 50 and older.

Individual & Family Tax Preparation

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    Basic Tax Preparation

    Our minimum price for a basic personal tax return is $1,000. We offer discounted pricing for children’s tax returns.

    Basic tax preparation includes a virtual meeting with a CPA on our team where we will answer all your questions and provide tax strategy advice to you and your family.

    Starting at $1,000

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    Advanced Tax Preparation

    If you own rental properties, have consulting income, or have investments that generate form K-1, you require advanced tax preparation services. Pricing starts at $850 and increases based on complexity. Pricing is based on how many rental properties, K-1’s, and 1099’s you are required to report.

    Our advanced tax preparation service also includes a strategy meeting with a Stenger Tax Advisory CPA.

    Starting at $2,000

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    Complex & HNW Taxes

    High net worth families typically require advanced planning and complex tax strategy services coordinated alongside their investment and estate plans. Our complex and HNW tax preparation package includes in-depth tax planning that goes beyond preparing and filing your tax return.

    This service includes 4 quarterly meetings with a senior partner at Stenger Tax Advisory.

    Starting at $3,500

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Small & Medium Business Tax Preparation

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    Sole Proprietors

    Small businesses are faced with more regulatory requirements than ever before. Our team of CPAs can help you prepare and file your small business tax return, whether self employed, an S-Corp, C-Corp, or partnership return. We can also file and prepare your senior management and owner returns. For businesses with less than $500,000 in revenue, we offer an annual strategy meeting and another meeting during tax season to make sure you’re on track for the year.

    Starting at $2,000

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    Small & Medium Businesses

    For companies with $500,000 or more in annual revenue, we offer customized, project based pricing that can include tax strategy, tax preparation and bookkeeping services. Tax preparation fees are based on complexity and number of employees. Bookkeeping is billed monthly and is based on number of monthly transactions.

    Starting at $3,500

  • A construction worker wearing a yellow safety helmet and harness is working on a wooden framework of a building under a blue sky.

    Bookkeeping Services

    For growing companies, it is vital to hire a CPA firm that can handle all areas of accounting and finance for your company, often times coordinated with your in-house experts. In today’s competitive labor market, we can remove staffing issues and reduce operating costs for your company. Stenger Tax Advisory can serve as outsourced Chief Financial Officer (CFO) for your small or medium sized business. Pricing is based on complexity and revenue size.

    Starting at $500/mo

Request Custom Quote

Stenger Tax Advisory | Team

  • Chris Jordan, CPA, MST

    Managing Director, Head of Tax

    Chris Jordan is the lead CPA and accountant at Stenger Tax. Chris has over a decade of public accounting experience, advising companies, individuals. Chris is a Certified Public Accountant (CPA) and also earned his Masters of Taxation degree.

    Prior to Stenger Tax Advisory, Chris was a Tax Manager at Porte Brown, a midsize Illinois accounting firm. He is a graduate of Augustana University where he earned his B.A. of Accounting and the University of Cincinnati Carl H. Lindner College of Business where he earned his Masters of Science in taxation (MST).

    Chris is a licensed Illinois Certified Public Accountant (CPA) and specializes in working with individuals, high net worth families, and businesses in the Naperville, IL area.

    Chris and his wife recently welcomed their first daughter in May, 2023.

  • Annie Sieracki, CPA, MSA

    Senior Tax Associate

    Annie Sieracki is a CPA and Senior Tax Associate at Stenger Tax Advisory.

    Prior to Stenger Tax, Annie was a Senior Tax Associate at KPMG, a Big 4 accounting firm in Chicago, IL and a Tax Analyst at Koch Industries.

    Annie is a graduate of the University of Illinois at Urbana-Champaign where she received her B.S. in Accounting and Master of Science in Accountancy degrees.

  • Joyce Moreno, CPA, MSA

    Senior Tax Associate

    Joyce Moreno is a Senior Tax associate at Stenger Tax Advisory. Joyce helps STA clients with a variety of accounting and tax related tasks that include bookkeeping, federal and state tax preparation, and support for both businesses and individuals.

    Prior to Stenger Tax Advisory, Joyce held positions at Ernst and Young and Deloitte, in a Senior Tax Associate capacity.

    Joyce is a graduate of Rice University in Houston, TX where she earned her BA degree and Master’s degree in Accountancy.

  • Reese Gray

    Account Executive

    Reese Gray is an Account Executive with Stenger Tax Advisory. Reese is the primary point of contact for many STA clients for their day-to-day needs including scheduling, document management, administrative tasks, and a variety of other important items.

    Reese is a graduate of Arizona State University.