Business Details
39 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Chicago
Founded in 1987, CJBS has established itself as a leading accounting and consulting firm in the Chicago area. Our collaborative approach centers on understanding each client's unique needs, whether they are small businesses, nonprofits, or high-net-worth individuals. With a team of specialized professionals, we deliver tailored solutions in accounting, tax planning, business consulting, and advisory services. Our commitment to proactive, forward-thinking strategies ensures clients receive actionable insights that drive long-term financial success. Over three decades of service have solidified our reputation for integrity, innovation, and personalized attention.We prioritize building lasting relationships by combining technical expertise with a deep understanding of our clients' industries. Our professionals are not only skilled in their fields but also dedicated to community service, reflecting our values beyond financial advisory. By leveraging cutting-edge technology and maintaining accessibility, we empower clients to navigate complex financial landscapes with confidence. This philosophy has resulted in an average client relationship spanning 15 years, underscoring our ability to adapt to evolving business challenges while maintaining consistent service excellence.
Services
Accounting Services
Tax Planning
Business Consulting
Estate Planning
Audit Services
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of specialized accounting and consulting experience tailored to Chicago businesses.
- Our team provides personalized service with industry-specific expertise in nonprofit, small business, and high-net-worth sectors.
- We combine technical excellence with proactive financial strategies to address both current challenges and future goals.
- Our professionals maintain accessibility and responsiveness, ensuring timely support for urgent financial matters.
- We've maintained an average client relationship of 15 years through consistent, reliable financial advisory services.
Associations and certifications
- AICPA
What people say
Exceptional dedication
Responsive and accessible
Personalized approach
Long-term expertise
Trusted advisors
Services
Accounting Services
Our accounting services provide comprehensive financial management solutions tailored to businesses of all sizes. We combine industry-specific expertise with cutting-edge technology to deliver accurate financial statements, efficient payroll processing, and cloud-based accounting systems. Our professionals work closely with clients to ensure transparent financial reporting and cost-effective bookkeeping solutions that support business growth.
Tax Planning
We offer strategic tax planning and preparation services that bridge internal financial reporting with external tax compliance. Our approach focuses on minimizing tax liabilities while ensuring regulatory compliance through customized strategies for individuals and businesses. Our team stays current with evolving tax codes to provide informed recommendations that align with long-term financial objectives.
Business Consulting
Our business consulting services help organizations optimize operations and strategic decision-making. We analyze business processes, evaluate internal controls, and develop customized solutions to improve financial performance. By understanding each client's unique challenges, we provide actionable insights that drive growth and operational efficiency for businesses at all stages.
Estate Planning
We specialize in creating comprehensive estate plans that protect clients' financial legacies. Our services include developing financial objectives, investment planning, and trust and will preparation. We work closely with clients to create strategies that ensure wealth preservation and transfer while addressing complex estate tax considerations for future generations.
Audit Services
Our audit services provide thorough examination of financial statements and internal controls. We offer three assurance levels - audits, reviews, and compilations - tailored to each organization's needs. Our approach combines regulatory compliance with practical recommendations to enhance financial management and operational effectiveness while maintaining independence and technical excellence.
People
Jeffrey Stuart
Managing Member
As Managing Member, Jeffrey Stuart leads CJBS with over 30 years of accounting experience. He oversees firm operations and client relationships while maintaining active involvement in key client engagements.
Lorena Johnson-Engelman
Senior Member
Lorena Johnson-Engelman specializes in accounting and tax services for businesses and individuals. With extensive experience in financial planning, she helps clients achieve long-term financial goals through personalized strategies.
Andrew Lotts
Senior Member
Andrew Lotts provides accounting and consulting services to diverse clients. His expertise in nonprofit organizations and business advisory services has made him a trusted advisor for many long-term clients.
Ryan Guedel
Member
Ryan Guedel focuses on tax and accounting services for businesses and individuals. Known for his responsiveness and technical expertise, he helps clients navigate complex financial decisions with clear solutions.
Darren Jossel
CPA
Darren Jossel provides tax and business advisory services with a focus on forward-thinking financial planning. His expertise in small business consulting helps clients develop strategies for sustainable growth and success.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including financial statements, payroll processing, cloud accounting, and QuickBooks setup tailored to small business needs.
How do you approach tax planning for individuals?
Our tax planning focuses on minimizing liabilities while maximizing long-term financial benefits through personalized strategies aligned with individual financial goals.
What makes CJBS different from other accounting firms?
We combine technical expertise with personalized service, maintaining an average client relationship of 15 years through proactive, forward-thinking financial solutions.
Do you offer audit services for nonprofit organizations?
Yes, we provide audit and assurance services specifically tailored to nonprofit organizations, including compliance with regulatory requirements and financial reporting standards.
How can I send documents securely for tax preparation?
Clients can securely upload documents through our Client Collaboration HUB, Client Portal, or ShareSafe platform for efficient and confidential processing.
What business consulting services are available?
We offer strategic consulting including internal control evaluation, financial forecasting, business development, and operational improvement tailored to each client's specific needs.
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