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
Managing Partner

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

Blogs

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file. The only thing is, the file keeps changing. Accounts get opened. Families grow. Laws shift. And in the space between signing and revisiting, a handful of reasonable-sounding assumptions can start to stand in for an up-to-date plan. Here are six of those assumptions, along with what tends to...
Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works. That's understandable. The balance is the number on the statement. It's concrete, and it feels like a score. But judging retirement readiness by that one figure is a little like judging your health by your weight—useful, and nowhere near the whole story. A framework published in the Journal of Financial Planning offers a wider...

2025 TAXES ARE DUE: