Chicago-based advisory serving founders nationwide.
We help business owners and investors implement proactive tax strategies designed for growth and long term capital efficiency.
Experience
Decates of strategic tax advisory experience.
CPAs
CPA-led strategic planning.
Expertise
Entity and Individual tax structuring.
Strategy
Ongoing proactive tax strategy.
Who We Work With
Clients typically generate $1M+ in revenue or manage multiple entities or investment structures.
Founders and Executives
Entrepreneurs and executives balancing W-2 income, equity compensation, and ownership interests.
Growth-Stage Business Owners
Founders and operators implementing structured tax strategy aligned with growth.
Real Estate Investors
Investors managing multiple properties or entities focused on tax-efficient capital deployment.
Exclusions
Our advisory model is designed for clients operatiing beyond simple returns. We are not structured for simple W-2 only returns or one-time filing engagements.
Our Mutual Commitment
Our engagements are built on mutual respect and shared responsibility. We bring strategic expertise and proactive guidance. We expect timely communication and active collaboration in return.
Why Clients Choose Logos
Strategic depth, discplined execution, and proactive advisory.
Proactive, Not Reactive: Most firms prepare and file. We plan and structure.
Strategy Before Software: We design the strategy first — tools follow the plan.
Clarity in Complexity: We advise on entity structure complexities.
Selective Engagement Model: We limit our client base to provide high-touch strategic advisory.
Navigate Tax Complexity with Ease
Access our advanced tools and insights to help you better navigate the complexities of the tax code.
Your Own Custom Portal—Access your customized portal to store docs, view tax returns and projections, interact with your tax team, view IRS notices, and much more.
Advanced security—Your tax data is protected with bank-level encryption, SOC 2-compliant standards, two-factor authentication, and secure infrastructure.
Service Packages
Gain access to experienced tax professionals, no matter where you are in the United States.
Business and personal tax packages are quoted independently and tailored to your unique needs. Bookkeeping and payroll assistance^ are available as an add-on for businesses.
Business and personal tax packages are quoted independently and tailored to your unique needs. Bookkeeping and payroll assistance^ are available as an add-on for businesses.
Compliance Package
Starting at $697
Perfect for small business owners and successful individuals.
Features:
Tax Return Preparation1
Tax Return Review
KrugTax Insider Newsletter
Secure Document Storage
Expert Oversight by Licensed CPA
Customized & Secure Portal
Filing Extensions at Firm's Discretion
Responsive Support from Your Tax Team
Upgrade at any time
Most Popular
Essential Package
Get a Quote
Perfect for those who value year-round access to expert CPA guidance.
Features:
Tax Return Preparation1
Tax Return Review
KrugTax Insider Newsletter
Secure Document Storage
Expert Oversight by Licensed CPA
Customized & Secure Portal
Filing Extensions at Client's Discretion
Year-Round CPA Access+
IRS Notice/Letter Assistance*
Quarterly Tax Estimates to Avoid IRS Underpayment Penalties
Priority Support from Your Tax Team
Basic Business Entity Guidance
Upgrade at any time
Concierge Package
Get a Quote
For those who value ongoing guidance and proactive tax planning and strategy
Features:
Tax Return Preparation1
Tax Return Review
KrugTax Insider Newsletter
Secure Document Storage
Expert Oversight by Licensed CPA
Customized & Secure Portal
Filing Extensions at Client's Discretion
Year-Round CPA Access+
IRS Notice/Letter Assistance*
Quarterly Tax Estimates to Avoid IRS Underpayment Penalties
Concierge-Level Support from your Tax Team
In-Depth Business Entity Guidance
Annual CPA Tax Planning Strategy Session
1 All packages include e‑filing of one federal income tax return; state return prep is an add-on service for jurisdictions that impose an income tax.
* For the length of the engagement. All IRS representation services, including for deficiencies, audits, liens, and debts, are quoted separately.
+ Includes all questions that can be answered via quick call or message without additional research or work needed.
^ With Gusto Payroll or QuickBooks Online Payroll
What Our Clients Are Saying
Here’s how we’ve made tax season easier for people like you.
As a small business owner, I rely on Krug Tax Advisors for accurate and timely tax services. Their team is knowledgeable, approachable, and always ready to answer my questions. Their support has been crucial in navigating complex tax regulations.
William P.
Business Owner
Krug Tax Advisors has been instrumental in our company’s growth. Their proactive tax planning and strategic insights have optimized our financial decisions. Their team’s responsiveness and deep understanding of our business needs make them an invaluable partner.
Michael C.
Business Owner
Working with Krug Tax Advisors transformed my approach to personal finance. Their tailored advice and meticulous attention to detail provided clarity and confidence in my financial planning. I highly recommend their services to anyone seeking comprehensive tax and financial guidance.
John S.
Individual
Tax season used to be stressful until I partnered with Krug Tax Advisors. Their professionalism and thoroughness ensured everything was handled efficiently. I now have peace of mind knowing my taxes are in expert hands.
Christopher R.
Investor
Krug Tax Advisors offers more than just tax preparation; they provide comprehensive tax solutions. Their strategic planning and personalized advice have significantly improved my financial wellbeing.
James R.
Individual