Tax and Bookkeeping Services That Keep Your Business on Track
Strong financial outcomes start with accurate books and proactive planning throughout the year. Sheikh, Osher and Scott provides dedicated tax and bookkeeping services that work together year-round, so you enter every filing season with clean financials, a clear tax position, and a CPA team that has been managing your outcomes all year.
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CPA Industry-Specialized Teams
Issues Identified and Fixed
Deadlines Met Punctually
Form 990 / 1120 / 1040 Preparation and Filing
IRS Representation
SALT Compliance
Why audits feel harder than they should
The stress usually comes from the same few things
- Time it takes to complete the audit. Audits sometimes take 6-8 months to complete
- Practitioner’s understanding of the non-profit industry
- Audit fees being too high
- Working with a new team every year
How Our Tax Process Works
Assessment and Setup
We review your prior filings, entity structure, and financials to establish a clear picture of your current tax position before any preparation or planning work begins.
Data Alignment and Preparation
Financial data is organized and verified against your bookkeeping records, ensuring your returns are built on accurate, complete, and fully reconciled information every time.
Planning and Return Preparation
We identify applicable deductions, credits, and strategies before preparing your returns. Tax planning starts when your data is entered, so your filing reflects a deliberate tax position built around your goals and your organization.
Review, Filing, and Ongoing Guidance
Every return goes through manager and partner review before submission. Filing is followed by year-round guidance so your tax position keeps improving beyond the current year.
How our audit runs
A simple audit process you can plan around
- Kickoff + timeline (you’ll know the milestones up front)
- Clear request list (what we need, by when, and why)
- Fieldwork with minimal disruption (we stay organized and communicate)
- Draft review (questions resolved early, not at the finish line)
- Final delivery (board-ready outputs and clean closeout)
Trusted by Businesses, Nonprofits, and Healthcare Organizations
How Our Bookkeeping Process Works
Setup and Chart of Accounts
We align your chart of accounts, reporting structure, and timelines from day one, building a clean foundation that supports accurate monthly reporting and a smooth close every month.
Consistent Transaction Recording
Every financial transaction is recorded and categorized using a consistent method, giving you reliable tracking of income, expenses, and overall financial performance each month.
Monthly Reconciliation and Close
Key accounts are reconciled monthly, discrepancies are addressed promptly, and books are finalized within a defined timeline so your financial data is always current and complete.
Manager and Partner Review
Every engagement goes through a structured two-level review before delivery. A manager reviews the work. A partner signs off. You receive accurate, dependable financials every time.
FAQs
It depends on your funding requirements. If federal or state grants require it, we’ll help you confirm what applies and plan the work accordingly.
Yes. We support pre-audit planning and readiness so the engagement runs on schedule.
Related articles
Nonprofit Audit Prep Checklist: What Your Auditor Will Ask for and Why
Every nonprofit finance team has experienced the same moment. The Prepared by Client list arrives. It is 40 items long. Fieldwork starts in 3 weeks.
Get in Touch With Our Tax and Bookkeeping Team
We handle multi-entity and multi-state tax filings, monthly bookkeeping, and year-round financial management, so your leadership stays focused on running the organization while we keep your finances clear and current.
Address:
401 N. Michigan Ave. Suite 1217, Chicago, IL 60611
