At Logan & Associates Ltd. of Highland Park, IL, we understand the unique considerations that go along with running a small or family owned business because we are a small, family owned business. We serve clients in a variety of industries, ranging from healthcare to wholesale and consider our clients to be our most valuable asset. By developing close, trusting relationships with each of our clients, we are able to devote personal attention to every facet of your enterprise, providing each business with tailored support and guidance.

Taking your company's financial management concerns upon yourself can be a stressful task for any business owner, even for those who understand the long-term impact of ever-changing tax laws and regulations on your revenue. When you bring Logan & Associates Ltd. on board, you can leave these considerations to our team and get back to doing what you do best, handling the daily operations of your business.

Our skilled CPAs are dedicated to your success and bring to the table Big 4 accounting expertise and business acumen, which when combined with our affordable rates make us the clear choice for your personal or corporate tax planning and preparation, accounting, and auditing needs.

Current clients love our convenient online client portal which makes sharing and transferring important financial documents quick, easy, and secure. We invite you to see the difference this digital interfacing ability makes on turnaround times.

Not only is our professional and talented staff proficient in assisting businesses to achieve their full potential, but our Highland Park CPAs are well versed in helping high net worth individuals make the most of their money while limiting potential liabilities. Our diverse accounting and tax services include:

Services for Businesses

• Tax Planning & Preparation: Consultations and meetings are a time-killer, but they are necessary to operating any kind of business. Fortunately, Logan & Associates Ltd. utilizes the latest in online file-sharing, virtual accounting, and digital conferences to save you time and money. Our file-sharing portal is secured so that all of your important documents are safe and protected. We’ll be able to review your files, books, and expense reports as needed without the need for a physical copy. All this data will be combed through during the year and used to determine your business’ projected tax payments. On a quarterly basis, our team will meet with you to go over this information and advise you on strategies to keep your liabilities low and your profits high. Best of all, we can host these meetings as video conferences so that you don’t need to spend any more time or money on travel than necessary. Furthermore, if you are traveling, we can still hold these meetings wherever you are!
• Employee Stock Option Programs: In today’s increasingly complex regulatory environment, plan sponsors need to balance a variety of issues to ensure compliance with Department of Labor and Internal Revenue Service regulations, while providing valuable benefits to their employees. They need a trusted advisor who understands that plan participants want assurance that their valuable retirement benefits are secure. Logan & Associates Ltd. has the skills, knowledge, and experience to provide a comprehensive, quality audit of your employee benefit plan and offer you valuable insight about your plan’s operational and compliance issues. We listen to your concerns and manage the audit process effectively by providing specially trained staff and significant Owner involvement. This results in a timely and efficient audit, minimizing the demands on your operations. We help mitigate concerns you may have about fiduciary responsibilities by sharing our operational insights and offering appropriate recommendations.
• Business Audit: The highest assurance level our firm provides are audits. These objective, methodical examinations involve verification to enable us to express that your financial statements are wholly free from material misstatement. Additionally, an audit provides outside parties, such as lenders or investors, with the confidence that your financial information is fairly presented in accordance with generally accepted accounting principles (GAAP). Audits are often a requirement either to obtain high-value loans from banks or to purchase or sell a business.

Services for Individuals

• Estate Planning, Wills, & Trusts : Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

We Help you...

• Clearly define your estate planning goals.
• Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
• Evaluate and recommend estate planning options.
• Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
• Decrease the problems and expenses associated with probate.
• Lessen taxes at the time of death.
• Arrange for management of your estate in the event you are incapacitated.
• Draft a working plan for conserving and effectively managing your estate after death.
• Transfer the assets of your estate to heirs the way you want.
• Organize fair and adequate liquidation of estate to cover taxes and other expenses.
• Amend your plan as needed.
• Living Wills and Trusts.
• Lifetime Family Wealth Transfers.
• Family partnerships and other business relationships.
• Leaving money to charities.
• Preparation for estate and trust tax problems.

Logan & Associates Ltd. · 600 Central Ave, Suite 275 · Highland Park, IL 60035