DWK Tax & Accounting
Focus on what matters most — we'll handle your financial peace of mind
ABOUT US
DWK Tax & Accounting LLC is a CPA firm based in Wheaton, IL, providing expert tax, accounting, bookkeeping, and advisory services to individuals, small businesses, and entrepreneurs. I help clients achieve financial clarity through accurate reporting, proactive planning, and streamlined financial processes—so you can focus on growing your business.
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I am a CPA with over eight years of experience in finance and accounting, bringing a corporate-level perspective to tax and advisory services for individuals and small businesses. My background includes financial planning, cash flow analysis, and performance reporting in large corporate environments, allowing me to go beyond compliance and provide insight into how tax and accounting decisions affect cash flow, profitability, and long-term growth.
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I believe clients benefit most when financial information is not only accurate, but actionable. In addition to tax preparation and accounting, I advise clients on financial organization, cash flow management, and strategic decision-making to support sustainable business growth.
OUR SERVICES
TAX PREPARATION & PLANNING
Comprehensive tax preparation and proactive tax planning for individuals and small businesses. From W-2 employees and independent contractors to business owners and investors, we ensure accurate, compliant returns optimized for tax savings. We handle complex tax situations including 1099 income, K-1s, rental properties, cryptocurrency, and investment portfolios, working with you year-round to minimize liabilities and plan with confidence.
ACCOUNTING & ADVISORY
Accurate financial reporting is the foundation of effective business decisions. At DWK Tax & Accounting, we provide tailored accounting and advisory services that give you clear insight into your financial performance. From financial statements to cash flow and profitability analysis, we deliver data-driven guidance to help your business plan strategically and grow with confidence.
BOOKKEEPING SERVICES
Reliable bookkeeping is essential to understanding your business’s financial position. We provide accurate, timely, and technology-driven bookkeeping services to keep your business records organized and current. From account reconciliations and expense categorization to monthly financial reports, we handle the details so you can focus on running your business—with clean books and complete financial clarity.
