Hire the Best Accountants in Chicago, IL

I’m a CPA and Financial Planner with 10+ years of industry leading experience in tax planning, financial planning, and strategic wealth management for both businesses and individuals. I have additional expertise within the international financial planning and tax strategy space due to my unique skillset of holding a CPA license as well as equivalent licenses in a number of other countries (including Chartered Accountant status etc). I therefore have a unique core client base on complex, high net worth clients with multi jurisdiction lifestyles that give them exposure to tax regimes in multiple countries. I founded and operate my own CPA firm and fee-only financial planning practice, bringing the expertise of Big 4 experience (including PwC) and deep industry insight working with high net worth individuals, business owners, executives, and leading companies. My key services include: - Tax planning & tax strategy (business & individual) - International tax strategy (business & individual) - Financial planning & retirement planning - Wealth management & investment strategy - Entity structuring & tax-efficient business planning - IRS compliance & tax risk management - Cash flow planning & financial forecasting - Year-round advisory & tax optimization guidance I use a forward-looking, fiduciary-driven approach to reduce tax burden, improve financial performance, and support smarter financial decisions at every stage — from year-end planning to quarterly tax strategy and long-term wealth preservation. Clients typically hire me when they’re looking for a trusted CPA, tax strategist, financial planner, fiduciary advisor, or wealth management expert who can reduce taxes legally, improve financial outcomes, and provide clarity in complex financial situations. 💡 If you want a strategic tax planner, high-level financial planner, or certified public accountant who integrates tax strategy with financial planning and investment goals, let’s talk.

Thank you for checking out my profile. Below you’ll find explanations of the most common questions I get RE: the process/service delivery/and beyond. I hope it’s helpful! *WHAT HAPPENS HERE* You need an accountant, so here you are on Upwork. You’re probably a bit overwhelmed with the amount of service providers and their various offerings. At a high-level, I offer accounting management. This means that I essentially become your company’s accounting department. The ultimate outcome of this, to you, is a quality accounting system that will keep you in compliance and *inform* you about your business’ operations. “Know Your Numbers” may be a cheesy cliche, but it’s actually an extremely important concept. I work with you on this via periodic financial statements, and regular discussions. You will know your business! The other important outcome of investing in a quality accounting system is the value that’s added to the entity *as a whole* by having one. Do you need financing? Do you want to explore selling your company, and/or bringing in a new partner or investor? Without a quality accounting system…those things just can’t, and wont, happen. *LIKE WHAT YOU SEE/READ?* If you’ve made it this far, maybe you like what you see/read (thank you) and would be interested in connecting via a video call interview. That would be the next step. But first - let me go over the profile of what has historically been the “ideal” company to work with. You are probably micro-to-medium sized, with annual revenues being below $3M. You want someone to claim ownership of the accounting function of your business - which could include payroll, bill pay, collections, invoicing, and even taxes. You want to find someone that you enjoy working with, and are hoping to develop a long-term relationship with a service provider that you can grow with, who becomes an extended (but important) part of your team. *SHALL WE TALK?* If you’re interested in connecting, please feel free to do so. If we “vibe” on the call, we can begin working together. But the vibe is actually really important. Most of the companies that I work with now, are those that I’ve been working with for years. We work well together, and that working relationship often extends to a friendship. And that’s just the best. *WHO AM I* Quickbooks ProAdvisor, H.B.Comm Accounting, CPA, CMA & EA candidate working exclusively with micro-to-medium entrepreneurs now for the majority of my professional life. Upwork has been great to me. I’ve been a top-rated accounting service provider here now for over a decade. I know how this all works, and you’re in good, experienced hands. And how I got started on Upwork is also a pretty good story, which I can tell when we meet. Thank you again for checking out my profile 😁

As a Certified Public Accountant (CPA) with a strong background in nonprofit and small business finance, I specialize in creating clean, audit-ready books that save you time, reduce stress, and keep you compliant. Whether you're navigating grant requirements, preparing for an upcoming audit, or just need reliable monthly reports, I bring precision, transparency, and a deep understanding of GAAP standards to every engagement. I’ve worked with mission-driven organizations, grant-funded projects, and startups to streamline accounting systems, improve internal controls, and deliver financial reports that stakeholders trust. I also provide hands-on support in QuickBooks (Online), budgeting, reconciliations, and financial statement preparation. Let’s build a financial foundation that lets your organization thrive clearly and confidently.

Qualification Summary Worked on all aspects of all types of projects ranging from $1,000 - $5,000,000, including estimating, sales, project managing, and project accounting (payables & receivables). Projects included ground up new construction, renovations/remodels for facilities ranging from municipal, commercial, industrial, & residential construction. Duties & Responsibilities: * Selling of contracts, including negotiating and agreeing on final pricing. * Obtaining new clients & maintaining existing clients. * Preparing estimates and selling pricing for new projects. Includes obtaining quotes from vendors & subcontractors. * Creating & maintaining relationships with subcontractors & vendors. * Creating and keeping timelines and schedules for new projects, includes working with other trades, architects, owners, & engineers to do so.

Upwork Profile : Bhargav Patel, CPA Are you looking for a dependable accounting professional who can keep your finances organized, prepare accurate tax returns, and ensure your business stays compliant with IRS regulations? I'm here to help! With 5+ years of experience in U.S. Tax Preparation, Bookkeeping, Payroll, and Financial Reporting, I help individuals, entrepreneurs, LLCs, corporations, partnerships, and small businesses manage their finances efficiently and with confidence. 🧾 Tax Preparation Services ✅ Individual Tax Returns (Form 1040) ✅ Partnership Tax Returns (Form 1065) ✅ S-Corporation Tax Returns (Form 1120-S) ✅ C-Corporation Tax Returns (Form 1120) ✅ Trust & Estate Tax Returns (Form 1041) ✅ Foreign-Owned LLC Compliance (Form 5472 & Pro Forma 1120) ✅ Multi-State Tax Returns ✅ Prior-Year & Amended Returns ✅ Tax Planning & Compliance ✅ IRS Notices & Resolution Support 📚 Bookkeeping & Accounting Services ✅ Monthly Bookkeeping ✅ Catch-Up & Clean-Up Bookkeeping ✅ Bank & Credit Card Reconciliations ✅ Accounts Payable & Accounts Receivable ✅ Payroll Processing & Payroll Tax Filings ✅ Financial Statements (Profit & Loss, Balance Sheet & Cash Flow) ✅ Month-End & Year-End Closing ✅ Budgeting & Financial Reporting 🌟 Why Clients Choose Me ✔️ 5+ Years of U.S. Accounting & Tax Experience ✔️ 1,000+ Tax Returns Prepared Successfully ✔️ Accurate & Detail-Oriented Work ✔️ Fast Turnaround & On-Time Delivery ✔️ Strong Knowledge of U.S. Tax Laws & IRS Compliance ✔️ Clear, Professional & Responsive Communication ✔️ Reliable Long-Term Support 🎯 My goal is simple: save you time, keep your books organized, ensure tax compliance, and help your business grow with confidence. Whether you need bookkeeping, tax preparation, payroll support, financial reporting, or ongoing accounting assistance, I'm committed to delivering high-quality work with accuracy, professionalism, and confidentiality. 📩 Let's connect and discuss how I can help your business succeed!

As an entrepreneur at heart, I understand the intricacies of running your own operations and attempting to accurately record business transactions. My goal is to ease your burden by performing such boring (though fun and interesting for me) accounting tasks so you may concentrate on growing and expanding your business.