Business Details
29 Years
experience
Trusted Tax and Accounting Services in Chicago
Douglas L Lefevre PC has been a trusted partner in tax and accounting services since 1997. Our boutique firm combines personalized service with deep expertise in evolving tax legislation and fiscal strategies. We serve a diverse clientele including real estate professionals, trading firms, law practices, and high-net-worth individuals. Our team prioritizes continuous education on tax code changes to deliver precise, forward-thinking solutions. With offices in Chicagos financial district, we provide tailored accounting, bookkeeping, and tax planning for businesses and individuals globally. Our commitment to leveraging cutting-edge software ensures accurate, efficient service delivery.We specialize in multi-state tax compliance, audit representation, and strategic business planning while maintaining a client-centric approach. Our founders decades of experience in public accounting form the foundation of our practices reputation for excellence. We focus on building lasting relationships through transparent communication and customized financial guidance. Our services extend to estate planning, trading elections, and tax projections to address complex client needs comprehensively.
Services
Tax Preparation
Estate and Gift Planning
Audit Representation
Multi-State Tax Filings
Trading Elections
Tax Projections
Business Strategy
Details
- Year established: 1997
Highlights and features
- We have over 25 years of experience in public accounting and tax strategy.
- Our team specializes in multi-state tax compliance and securities trading taxation.
- We maintain deep expertise in evolving tax legislation and fiscal policies.
- Our Chicago-based firm serves clients globally with personalized attention.
- We utilize leading-edge software for accurate, efficient tax and accounting solutions.
Associations and certifications
- Certified Public Accountants
Services
Tax Preparation
Our tax preparation service ensures compliance with federal and state regulations while optimizing deductions. We handle complex returns for individuals, corporations, and trading firms. Our expertise in multi-state filings and securities taxation provides tailored solutions for diverse financial situations.
Audit Representation
We provide expert representation during IRS and state tax audits. Our team prepares documentation and communicates with authorities to protect your interests. With decades of experience, we navigate audit processes efficiently to minimize liabilities and resolve disputes.
Estate and Gift Planning
Our estate planning service aligns tax strategies with legacy goals. We analyze proposed plans to ensure smooth asset transfer while minimizing tax burdens. Specialized guidance covers trusts, charitable contributions, and intergenerational wealth management for high-net-worth clients.
Multi-State Tax Filings
We resolve cross-border tax obligations for businesses and individuals operating in multiple states. Our solutions address nexus determination, apportionment calculations, and filing requirements. This service ensures compliance while identifying opportunities to reduce state tax liabilities.
Trading Elections
Specialized tax planning for professional trading firms and investors. We optimize mark-to-market elections, wash sale rules, and portfolio strategies. Our expertise in securities taxation improves tax efficiencies for active traders and financial professionals.
People
Douglas L. LeFevre
Founder/CPA
Certified Public Accountant with 25+ years of experience in tax strategy and compliance. Specializes in multi-state taxation, securities trading, and estate planning. Serves clients globally from Chicagos financial district.
Questions
What accounting services do you specialize in?
We specialize in tax preparation, audit representation, multi-state tax compliance, estate planning, and securities trading taxation for individuals and businesses.
Do you work with international clients?
Yes, we serve clients globally with expertise in cross-border tax compliance and reporting requirements for international operations.
How do you handle multi-state tax filings?
Our team resolves state tax obligations by analyzing nexus, apportionment, and filing requirements to ensure compliance while minimizing liabilities.
What experience do you have with trading firms?
We provide specialized tax planning for professional trading firms, including mark-to-market elections and securities transaction reporting.
Can you assist with estate tax planning?
Yes, we help clients structure estate plans to minimize tax burdens while aligning with legacy goals through trusts and charitable strategies.
