Clarity Through Tax and Real Estate Storms
Advisory Services
Best For: Brand-new businesses, freelancers, and single-member LLCs looking to build a rock-solid financial foundation from day one.
Description
Starting a business is like setting sail for the first time—the waters are exciting, but you need a solid launchpad before hitting deep water. We take the financial stress off your plate by setting up your business entity correctly, optimizing your initial accounting systems, and unlocking critical write-offs before you leave money on the table. Think of us as your virtual backend finance department keeping you safe while you find your footing.
What’s Included:
Initial Tech Stack Setup: Custom QuickBooks Online chart of accounts design customized for your industry.
Essential Monthly Bookkeeping: Up to 50 transactions categorized and reconciled accurately each month.
Quarterly Financial Visibility: Clear, easy-to-read Profit & Loss statements delivered every quarter.
Annual Tax Preparation: Hassle-free annual Federal and State tax filing for your business (Schedule C / Sole Proprietor / Single-Member LLC).
Continuous Oversight: Year-round email access to an IRS Enrolled Agent for quick, standard financial questions.
Starts at $400. Book a consultation for a personalized quote.
Best For: Established, growing businesses, multi-member LLCs, and S-Corporations seeking proactive tax reduction and automated financial management.
Description
A breakwater protects a harbor from rough, unpredictable waves. If you are only talking to an accountant in April, your business is exposed to the elements. This comprehensive, year-round service combines precise monthly bookkeeping with high-level, proactive tax strategy. We track your metrics in real-time, handle payroll mechanics, and implement mid-year entity optimization to shield your profits and ensure you never face a surprise tax bill.
What’s Included:
Full-Service Monthly Bookkeeping: Up to 150 monthly transactions managed across up to 4 bank/credit card profiles.
Monthly Financial Reporting: Up to date Balance Sheets and Profit & Loss tracking to keep your cash flow healthy.
Proactive Tax Planning Strategy: A dedicated Q3/Q4 forecasting and tax planning session to legally minimize liability before December 31st.
Corporate & Personal Tax Compliance: Annual corporate tax returns (Form 1120-S or 1065) and personal 1040 preparation bundled in.
Priority Advisory Access: Scheduled quarterly check-in calls to align your financials with your business scaling goals.
Starts at $700. Book a consultation for a personalized quote.
Best For: Residential and commercial property owners, portfolio syndicators, and active or passive real estate investors looking to maximize long-term wealth.
Description
Real estate is one of the greatest tax havens in the tax code—but navigating it requires a guide through complex regulatory storms. Named after the powerful light of our lighthouse, this elite package utilizes advanced property-level tracking to capture every ounce of depreciation, shield passive income, and seamlessly position your portfolio for scaling or 1031 exchanges. We provide total clarity, no matter how turbulent the market gets.
What’s Included:
Property-Level Portfolio Bookkeeping: Advanced class and location tracking in QuickBooks Online to isolate P&Ls for every single door/unit.
Real Estate Tax Compliance: Stamped Schedule E and multi-entity partnership tax return filings.
Advanced Advisory & Wealth Strategy: Custom analyses including Real Estate Professional Status (REPS) eligibility, Short-Term Rental loopholes, and cost-segregation coordination.
Capital Tracking & Intercompany Transactions: Accurate ledger management for earnest money deposits, capital improvements, and 1031 exchange timelines.
On-Demand Expert Advisory: Dedicated monthly strategy sessions to review acquisition structures, refinancing tax impacts, and equity growth.
Starts at $1000/month (covers up to 10 units): For additional unit rates please book a consultation with us.
About Brando & Lakefront
Every business journey has its turning points. For me, that moment happened halfway across the world.
With over a decade of experience in business consulting and managing cross-functional, international teams, I spent years navigating the complexities of global operations. But while living and working in China, I hit a universal roadblock: the labyrinth of the U.S. tax code. Like many entrepreneurs, I faced its steep learning curve firsthand and made my fair share of mistakes.
Learning the tax code "the hard way" taught me a vital lesson: business owners shouldn't have to weather the storm alone. That experience sparked a mission. I decided to pivot my corporate background toward a new goal—helping others find absolute clarity when the elements of taxes and business management become overwhelming by becoming an IRS Enrolled Agent.
Today, I am proud to call Chicago home. This city thrives on its incredible diversity, its vibrant communities, and the relentless drive of its local businesses. My goal is to bring the strategic, high-level insights I honed working with multi-national companies down to the local level—serving as a steady beacon for Chicago business owners.
At Lakefront Tax & Advisory, we don't just protect your bottom line from the financial elements; we build bridges. I am deeply committed to helping our clients find total clarity in their numbers while fostering a strong network where local entrepreneurs can connect, collaborate, and grow toward mutual success.
Book a Consultation
Whether you're an individual, growing business, or real estate investor, we're here to provide proactive tax, accounting, and advisory services tailored to your goals. During your consultation, we'll discuss your needs, answer your questions, and identify opportunities to help you stay compliant, reduce tax liabilities, and make informed financial decisions.
Schedule a convenient phone or virtual consultation today—we look forward to helping you build a stronger financial future.
