Tax Advice You Can Trust

Who you choose for tax planning and preparation is important and managing your tax bill should be part of any sound financial approach.

SAI Tax Solutions provides individuals, professionals and businesses with a strategic approach to tax planning. Understanding your tax planning needs is essential to creating the best suited plan for you. Our in-depth review includes a free consultation, comprehensive review of your tax return to highlight opportunities for tax reduction strategies, annual review of your tax situation and planning to incorporate any new tax law changes.

 

Minimize Taxes to Build Wealth

Because we pay attention to all aspects of your financial life, we know when you can realize tax savings by:

  • Restructuring your investment portfolio
  • Shifting income to dependents in lower tax brackets
  • Maximizing retirement plan contributions
  • Identifying all the deductions that apply to you
  • Using charitable gifting strategies more effectively
  • Amending prior-year tax returns
  • Or implementing other tax-saving strategies

 

What We Do

Our firm provides outstanding service to our clients because of our dedication to our underlying principles.

 

We Can Help

Whether you are just starting to think about tax planning, or you’re looking for a greater understanding while organizing your financial affairs, we can tailor a plan that will help you feel confident and in control.

 

Free Consultation

Get started with your tax planning by requesting a free consultation.

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About Us

We are a Tax Planning and premier independent financial service firm. To learn more about how we can further assist your financial needs please visit our website.

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Our Team

Michael Cirelli | Managing Partner | SAI Tax Solutions Illinois

Michael Cirelli CTS®

Managing Partner

As an advisor at SAI Financial, Inc., Michael Cirelli strives to help clients fulfill their overall financial needs...

Blogs

5 Signs You’re Headed for a “Cushy” Retirement

Jeff Scheithe |
Categories
Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

4 Financial Mistakes to Avoid this Spring

Jeff Scheithe |
Categories
Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your long-term goals. As we begin a new season of financial “spring cleaning,” here are 4 (commonly made) mistakes you can prevent this year: Mistake #1: Budgeting for 2023––Not 2024 A great first step to revitalizing your budget is a moment of reflection on this year’s goals. Think...