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

How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...

2025 TAXES ARE DUE: