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Plano
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Plano
Showing 1 to 4 of 4 CPAs in Plano, Illinois
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Marcia L. Newkirk
Certified Public Accountant
Verified Licensed
Location Plano, Illinois 60545
Plano-based CPA Marcia L. Newkirk has extensive experience in providing accounting and tax services to various business structures. With over 15 years of experience in Basic Accounting Services and Business Tax Services, she specializes in serving small and medium-sized businesses across the region. Her expertise encompasses Tax Planning & Consulting, as well as Sales Tax Compliance, ensuring that clients meet their tax obligations and optimize their financial performance.
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Catherine Moulton
Certified Public Accountant
Verified Licensed
Location Plano, Illinois 60545
Catherine Moulton is a certified public accountant (CPA) serving the Plano, Illinois area. With over 15 years of experience in basic accounting services, small business accounting, and business tax services, she assists a diverse range of clients, including individuals and families, as well as S-Corps, partnerships, and LLCs. Her services encompass retirement account tax reporting and payroll processing and compliance, ensuring that clients meet their tax obligations accurately and efficiently.
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Scott P. Joschko
Certified Public Accountant
Verified Licensed
Location Plano, Illinois 60545
Based in Plano, Illinois, Scott P. Joschko has over a decade of experience providing comprehensive accounting services to individuals and businesses. Specializing in basic accounting services, small business accounting, and individual tax services, Joschko assists clients with various business structures, such as S-Corps, partnerships, and LLCs, as well as family-owned enterprises. His expertise extends to preparing individual and business tax returns, as well as reporting taxes for retirement accounts.
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Meaghan Coltharp
Certified Public Accountant
Verified Licensed
Location Plano, Illinois 60545
Meaghan Coltharp is a certified public accountant with over 15 years of experience serving clients in Plano, Illinois. Her areas of specialization include basic accounting services, business tax services, and individual tax services, with a focus on helping small and medium-sized businesses navigate complex tax laws and regulations. Coltharp also provides tax planning and consulting services, as well as IRS representation, to ensure her clients are in compliance with all tax requirements and take advantage of available opportunities. Coltharp's experience spans various business structures, including S-Corps, partnerships, and LLCs, allowing her to provide tailored solutions to meet the unique needs of each client.

Illinois's substantial CPA market serves a diverse economy centered on Chicago's global financial and corporate hub. The Illinois Board of Examiners requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 4 hours of professional ethics and 15 hours annually in technical subjects.

Key Tax Considerations: Illinois has a flat 4.95% individual and corporate income tax, but high property taxes and complex local tax structures create planning opportunities. CPAs commonly handle multi-jurisdictional taxation (especially for Chicago businesses), sales and use tax compliance, property tax appeals, and helping high-income residents evaluate relocation to neighboring states with lower taxes. Recent tax law changes require practitioners to stay current on evolving requirements.

Industry Specializations: Financial services and commodities trading, manufacturing and industrial production, transportation and logistics (major rail and shipping hub), healthcare systems, technology, food processing, and professional services are primary focus areas. Chicago CPAs often specialize in derivatives and options trading taxation, municipal finance, and serving Fortune 500 corporate headquarters.

For CPA Professionals: The Illinois CPA Society provides extensive resources, particularly in the Chicago area. Chicago offers big-city opportunities with all major national firms present, while suburban and downstate markets (Springfield, Peoria, Rockford) provide alternatives with lower cost of living. The state faces fiscal challenges and out-migration of high earners, but Chicago's position as a global business center maintains strong demand for sophisticated accounting services.