1791 Commerce Drive Montgomery, IL 60538

Call 630.947.0145 FAX 630.947.0144

Tax and Estate

Proper planning is essential for all successful businesses and individuals.  We at Obbligato can assist you in planning from business start-up, business succession to individual estate planning.

Estate planning involves organizing your property so it will be distributed to your desired heirs, with estate taxes and administrative costs held to a minimum.
 
Effective estate planning is a structured process that includes:
  • Data accumulation and goal setting
  •  Analysis and recommendations
  •  Implementation
  •  Periodic monitoring and review

Tax Preparation

 

We offer clients extensive services for preparation and signing of tax returns for individuals, corporations, partnerships and trusts; quantitative analysis on new tax legislation; and preparation of documentation for Revenue Agent examinations.  We can prepare your Federal and State income tax returns involving any state in the union.

 

 

Tax Services

Obbligato provides comprehensive tax services.  Whether you are in need of sophisticated planning or assistance with tax preparation, we have the resources and expertise to meet your individual and business needs

We have always paid special attention to small businesses. Innovation and success come in all shapes and sizes, and we are willing to take a chance with small businesses and new business owners. We provide start-up consultation and in-depth analysis of the fundamentals surrounding your business endeavor. These sessions normally cover basic tax planning, developing overall strategies, and entity selection. By listening well, developing an understanding of the needs, and communicating, we are able to keep our services cost-effective for small businesses. 

More...

Tax and Estate

Tax Preparation