Fortune-500-level tax strategy for Chicago individuals, freelancers, equity-compensated professionals, and businesses. 100% remote — upload your documents, we handle everything. Most clients get 2–4x more back than their previous preparer found.
Chicago is a finance, trading, and logistics capital with a deep bench of corporate professionals, a large remote-and-hybrid workforce, and some of the highest property taxes in America. Trading and finance equity comp, the SALT cap, and multi-state remote work are the issues that decide a Chicago taxpayer's bottom line.
Michelet Financial serves Chicago, Naperville, Evanston, Oak Park, Schaumburg, and Aurora, and the greater Chicago metro with the same discipline founder Brandt Michelet built managing financials for Tilman Fertitta and Landry's Inc. — one of America's largest private companies. Everything is handled securely online: no travel, no waiting room, just a strategist who reviews every Chicago-area return personally.
W-2, 1099, investment income, multi-state, rental property. Full deduction review — not a checkbox interview.
LLC, S-Corp, Partnership returns. Quarterly estimates, entity structuring, and year-round strategy.
Every deduction — home office, vehicle, SEP-IRA, health insurance, QBI. We find what software misses. See our self-employed deduction guide.
RSUs, ISOs, ESPP, capital gains, and tax-loss harvesting handled correctly — not the way brokerage-imported basis gets it wrong.
Received an IRS notice? We handle all correspondence and represent you completely.
Year-round tax planning: S-Corp elections, retirement, and timing strategies to minimize your bill.
Illinois has a flat 4.95% income tax, and Cook County carries some of the highest property taxes in the nation. That property-tax load runs straight into the federal SALT cap — an area where smart planning matters.
Chicago's traders and corporate professionals earn in RSUs, options, and carried interest. We handle vesting, cost-basis corrections, wash-sale and mark-to-market elections, and AMT exposure.
Cook County property taxes are steep and capped at $10,000 federally with other state/local taxes. We plan around the SALT cap — including PTET elections for business owners — to recover deductions.
Many Chicago professionals work across Illinois, Indiana, and Wisconsin lines. We handle multi-state allocation and reciprocity so you aren't taxed twice.
Volume preparers and software follow a script. Because Chicago's economy runs on finance & trading, corporate professionals, logistics, healthcare, and real estate, these are the high-value items we most often recover for Chicago-area clients:
Not sure which apply to you? Our complete self-employed deduction list and a free consultation will show you exactly what's on the table.
Free consultation. We review your situation and show you exactly what your previous preparer missed.
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