Expert Tax Planning Services in Mokena, IL | Wozny Tax Company 

Business and Personal

CPA Tax preparation

"One-Third of family businesses do not survive...'

Forbes Magazine states that nearly one-third of family businesses do not survive the transition from the first generation to the second generation. Why? Forbes says that the potential pitfalls are too numerous to count, but the common thread is that these family businesses tend to act less like businesses and more like families; which leads to poor decision making, resistance to change and, ultimately, an inability to compete.

Tax Preparation

Tax Planning 

We are always looking for ways to save your tax dollars. The best way to do that is by planning. Thorough tax planning we can assist you in…

Reducing Taxes 

On your retirement income so you can retire in the at the financial level you always dreamed.

Defer your income

Pay fewer taxes later in life when your cash flow changes.

Succession Planning

Customize your settings to fit your workflow

Grow your investments

Protect your investments from unnecessary taxes to help your money grow.

Trust and Estate Planning

Help to clarify your financial objectives and devising strategic plans to achieve them.
Detailed metrics
Helpful reports keep things visible for your team

Generations of tax preparation knowledge

Our firm stands truly unique. Our founder is a third generation preparer that has consistently managed to maintain a family atmosphere while keeping a strong professional structure and performance. It is clear that many people believe their accountant is charged with only the financial issues of their business. As accountants, to do our best, we need to understand a business from the inside. Our firm goes the extra mile to know and understand each business as well as the individuals running them. Then, as professional advisers that have worked closely with a wide variety of businesses over the last three generations, we are able to offer objective and impartial perspectives on a multitude of issues.

Absolutely stellar service! Teddy went above and beyond, navigating the complexities of both personal and business taxes with ease. Not only did he and his team save us a significant amount, but their expertise and guidance made the entire process smooth and stress-free. Highly recommend for anyone looking to maximize savings and minimize tax headaches!
Keka T. Cobb

Family Focused

One family to another, we get to know and understand the goals you have set forth for your business. Knowing where you want to be in five years, ten years or more is very important when making decisions on a day to day basis. Helping with the business planning is where we move from the family atmosphere to the professional. What is taught in universities and business schools across the country as SWOT is a methodology we have incorporated since our inception. Looking at companies Strengths, Weaknesses, Opportunities, and Threats can often help family business owners decide how to better use their strengths and take advantage of industry opportunities. In addition, family business owners must be able to anticipate threats and exploit the weaknesses of competitors..

Let us help you with a plan to succeed.

Family Tax Planning Accountant Illinois
Tax Planning Services
Family Tax Planning Mokena Illinois

    Take a look at these big numbers that make us look cool


    Returning clients = financially successful families living with peace of mind.


    Our Certified Public Accountants share over 80 successful years of serving clients

    Tax Planning Mokena, IL