WE ARE PREMIUM TAX PLANNERS
A tax planning and advisory firm based in Northfield, IL, built for clients whose financial lives have outgrown a standard CPA relationship.
WHO WE ARE
NOT A FILING FIRM. AN ADVISORY ONE
Most high-net-worth individuals were working with firms that only looked at their finances once a year, after the decisions had already been made.
That is not planning. That is paperwork.
We built Premium Tax Planners to work differently. Every client relationship here is built around getting ahead of decisions, not catching up. We look at your income, your investments, your business interests, and your estate picture together, across the full year, and we tell you what we see before it costs you.
WHERE WE ARE
BASED IN NORTHFIELD. WORKING NATIONWIDE.
Our office is in Northfield, IL, a few miles north of Chicago. We work with clients across the North Shore, throughout the Chicago area, and with high-net-worth individuals and business owners across the country.
We conduct national advisory through video sessions and a secure client portal. The location has never been a barrier. The relationship is what matters.
Premium Tax Planners
1780 Maple St., Suite 17, Northfield, IL 60093
- Serving Chicago, North Shore, and clients across the US
- In-person and remote advisory available
- +1 847-579-9625 · info@premiumtaxaccounting.com
OUR CLIENTS
WHO ARE WORK WITH
We are specific about our clients. Not every individual or business is the right fit, and we would rather say that upfront than take on work we cannot do well.
High-net-worth individuals with investment portfolios, equity compensation, or multi-source income that requires year-round coordination.
Business owners managing personal and entity-level tax complexity at the same time, where both sides affect each other.
Executives approaching liquidity events, stock option windows, or significant income shifts where timing is critical.
Affluent families with trust income, estate planning needs, or multi-generational wealth that goes beyond a standard return.
OUR SERVICES
WHAT WE ACTUALLY DO
Every engagement starts with a full review of your current position. From there, we build a plan and stay involved throughout the year to make sure it gets executed.
Why Clients Stay
THE RELATIONSHIP IS THE PRODUCT
The clients who have been with us longest will tell you the same thing. The value is not in a single filing or a one-time review.
We Know Your Full Picture
Every income source, every entity, every investment. We build a complete view of your finances before we say anything.
We Reach Out First
You should not have to chase your tax advisor. We flag opportunities, deadlines, and decisions before they become urgent.
We Think Long Term
Tax efficiency compounds over the years. We keep your strategy aligned with where you are headed, not just where you were last April.
IF THAT SOUNDS LIKE WHAT YOU HAVE BEEN LOOKING FOR, LET'S START WITH A CONVERSATION.
- Confidential
- No obligation
- Available nationwide