Tax & Beyond

Tax & Beyond

Reviews Summary

Customers consistently praise the tax professionals for their expertise, professionalism, and friendly service. Many highlight years of trust, with preparers offering clear explanations, maximizing refunds, and staying updated on tax laws. Bilingual support, efficiency, and personalized care are frequently mentioned. Reviewers appreciate the thoroughness, honesty, and family-like atmosphere, often recommending services to others. The overall sentiment reflects high satisfaction, with many clients returning annually due to reliable, stress-free experiences.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Estate and Trust Tax
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Paychex
Bilingual Services
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Estate and Trust Tax
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Paychex
Bilingual Services
In-person Support

Contact Information

Address

3454 S Halsted St

Chicago, Illinois 60608

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 10AM-3PM
Wednesday 10AM-3PM
Thursday 9AM-3PM
Friday Closed
Saturday Closed

Customer Reviews

Julieta is absolutely amazing! She made the entire process of doing my taxes stress-free and easy to understand. She?s incredibly knowledgeable, detail-oriented, and took the time to answer all my questions. I truly felt like she had my best interest in mind and went above and beyond to make sure everything was accurate and optimized. I highly recommend her to anyone looking for a trustworthy and professional accountant. I?ll definitely be coming back next year!

Julieta Rosado is amazing! She consistently goes above and beyond to help me save extra cash. She always takes the time to review her work the next day before submitting my taxes. In addition, she follows up with me by phone, email, or text if I have any questions. I have known Julieta for 33 years, and she always finds ways to not only please her clients but also to improve and excel in what she does best! Thank you!

I have doing my taxes with Julieta at Tax & Beyond in Chicago for the last 5 years. Her work has been amazing. I have a lot of I financial records from personal and business information. She double checks everything to make sure everything is in order and correct. Also she search for ways to save me money when doing my tax balances. I will keep going with her for my future taxes. I highly recommend her work

I 100 percent recommend Maria! We have been going to her for years! She?s knowable and super informative! I can?t imagine doing my taxes anywhere else!!!!

Maribel Carrillo Has been doing my taxes for the last 2 years. I highly recommend her and tax and beyond. She is very detailed on explaining everything about your taxes to you. She makes you feel like family not like a client. Just her energy and how she makes you feel comfortable to ask her questions anytime of day is very appreciated.

I have been with Maria for many years. She always gets me the maximum amount on my refunds every year because she knows the IRS tax code and is always abreast on the latest changes and every tax deductions for your filing status. Maria is the best. I am proud to call her my tax preparer. Tax & Beyond has one of the best in the business.

I'd love to recognize Maria O.Garcia as being one of the most beautiful and AMAZING human beings that I've ever had the privilege of knowing. She's been my tax advisor, as well as family for more than 15 years. Exceptionally professional and always on top of her game! She's very thorough and upfront. She always addresses any questions or concerns that you have. She uses your time as well as her own, very efficiently. She takes care of business. Honest, hard-working, knowledgeable of her craft and extremely

I have been going to tax and beyond for 3 years, I love the office especially my tax professional Maribel Carrillo. She is very professional, explains everything regards my personal taxes. I recommend her very efficient, professional, very heart warming person,and always has time to answer any questions or concerns.

Tax season can be very daunting and overwhelming but there is always one person I can turn to assist me in making sure my taxes are done efficiently and accurately. Julieta Rosado at Tax & Beyond, with her wealth of knowledge and years of experience, goes above and beyond to ensure we are taken care of. Julieta is professional, personable and always friendly. Highly recommended!!!

Maria Garcia has been preparing my taxes for the past 5 years. She does a great job explaining the "can do" verses what you "cannot do" and she tells you the bad news if any, but try to follow it with good news. I appreciate that approach and professionalism. Maria is a nice lady and listens clearly to my future plans and advises accordingly so she can get me the best results the following year.

Jeannettie Merchant is my tax preparer and she is very thorough with my documents, helps me feel at ease. I feel so fortunate to have found her. Very funny as well! Easy to get along with! I?ll be coming back to her, along with my family members!

I couldn?t recommend enough Jeannettie Merchant as my tax advisor. She really takes time to explain tax breaks and deductions especially on my 1099 income. Ask for her at Tax and Beyond if you need to file your taxes. I recommended her to my friends and they are very well satisfied with her service.

Maribel Carrillo is a professional tax preparer with many years of experience, someone who keeps up with new information and tax laws changes. She is also bilingual in Spanish, something that I appreciate. Great service!

My experience with Tax and Beyond has been extremely helpful. Jennettie Merchant is a well knowledge Tax Preparer...She helps with the utmost care and respect. Best experience I've had during Tax time....5 stars........!!!!!!

Maria was recommended to me by a close friend. I was having trouble finding someone who knew what they were doing. Maria was very informative and definitely could tell she had years of experience. She took great care of me, and I will now be coming here every year to get my taxes done.

Look no further than Tax & Beyond! They are true professionals?knowledgeable, very flexible, and accommodating, offering a wide range of affordable financial services. I'm thankful for Julieta Rosado and her expertise; she is prompt, polite, and efficient.

Jeanettie Merchant has been my tax preparer for the past two years. She has done an excellent job of preparing my taxes. She has excellent customer service skills for her client. We will continue to use her services.

Maria Garcia at Tax & Beyond is the best. She always answers all of my questions quickly and effectively. She does a great job with filing my taxes every time. 5 star service!

Ms.Merchant is #1 in my book. She is very patient and kind. She get the job done and make sure you have all of the answers you need. I feel super comfortable with her doing my taxes. I highly recommend her because she get a 10 out of 10 from me. Ask for Jeannettie Merchant and you will leave super satisfied. I will forever be a client of hers.

I definitely recommend to get your taxes done at Tax & Beyond! We?ve been filing our taxes with Hilda Calderon for a few years now. She is very professional and knowledgeable. SHE?S AWESOME!! This is the place to go and get them done!

Very professional compared to a typical tax place, they offer many other business needs. I've been going to Aurora Gonzalez for years! She's amazing ????. She always gets me the largest refund simple and faaast! My daughter's going on 8 and my son is going on 2 and we look forward to seeing her every year! Very personal and warm experience. She will ALWAYS be my tax professional ????

Jeanette is easy to work with and she?s very knowledgeable at her craft. She?s been my tax professional for 20 years. I highly recommend her services.

Maribel Carrillo, Has been my tax person for the last 3 yrs.. I highly recommend Tax & Beyond.. I've moved far out of town, and I still do my Taxes with her.. I wouldn't change places.. fast, friendly, professional, courteous and just someone that makes you feel comfortable...

I?m glad that Julieta Rosado is my tax accountant. She?s very passionate about getting the most out of my tax refund. Not to mention the fast, friendly and professional service that she provides to not only Me, but for all her clients. I?ve recommended her to all my friends and family for their tax needs.

I am so impressed by the thoroughness of Tax & Beyond! They really take the time to go the extra mile and make sure you are maximizing your return. I love working with Laura Johns. Her expertise and professionalism is beyond compare. I would highly recommend this firm!

Working with Maria on my taxes was exceptional! The services was very quick and innovative. Would highly recommend her for all your tax needs!

I absolutely love this tax company but be more specific: I love Jeannettie Merchant from the Chicago location (S. Halsted). Jeannettie IS THE ONLY ONE who will touch my taxes till I grow beyond her expertise and services. Tax and Beyond hires welcoming, sensitive, empathetic and tax warriors who will not just do your taxes but will guide you from right and wrong- keep you on the straight and narrow with Uncle Sam. There are no shortcuts and that is why I will use them and Jeannettie Merchant for as long as

I had a wonderful experience with Hilda Calderon helping me with filing 2022 taxes. I would highly recommend her services for others. I'll definitely be back! See you next year.

Jeannettie is your Tax Professional. she is very knowledgeable and thorough when preparing your taxes. he is very detailed also I have a clear understanding of my process and how to plan or prepare for next year.

Ludivina Lujen is very helpful and knowledgeable about getting the most out of my tax refund. The service we received is always fast, friendly and professional. I?ve recommended Luvi to all my friends and family for their tax needs. I will forever be her customer, I highly recommend her!

LU! LUDI! Ludivina Lujen is extremely knowledgeable and is such a caring human being. Her compassion and dedication makes her the PROFESSIONAL that she is and much more! I have followed her for the past years where she goes for her to do my taxes. I trust her completely with my filing options of my taxes. Ludi will find the utmost tax options for you and will let you know what is best for you and your family needs to get the most of your refund. LU is friendly and so upbeat and makes the process run smooth

Definitely recommend filling your taxes at Tax and Beyond with Julieta Rosado. I have been going to her for 3 years now and she always goes above and beyond. She has exceptional knowledge and is very professional.

Julieta Rosado was rude, she lacked knowledge, poor service and lack of communication.

Jeannettie is such a great CPA and a 5 Star compared to my previous one! She?s really into details to educate me and help me understand everything! Thank you so much Ms Jeanettie!

Maria G is the best long time customer always helpful and informative thank you again this year

Tax & Beyond is the place to go! Very informative and knowledgeable. Ludivina Lujen provided outstanding tax services and kept me informed throughout the entire process. Will be a forever customer.

Our company has received great service and results for many years from Jeanettie Merchant at Tax and Beyond.

Filed my taxes here for the first time and Maribel was very helpful. She filed them fast for me and inform me correctly on everything she was doing.

Very nice office clean and friendly staff my taxes were prepared by a very sweet and friendly agent Julieta Rosado she is very Knowledgeable and can help with all your tax questions. P.S thank you for all your help Julieta see you next year

Maribel Carillo, has been my Tax accountant for Year's, She's fast informative and always explains in details how it all works!!! I highly recommend Tax &Beyond Thanks Guy's

Love my tax lady Miss Rosado!! I?ve been going to her for years, she knows her stuff and makes you feel like family...highly recommended!!

Aurora was an awesome representative. Took care of my taxes with professionalism and accuracy!

This place is the best when it comes to filing your tax return. Julieta Rosado is the best!! Thanks for all the help and great service. I definitely recommend this place.

Great service and help with preparing my tax documents every year. Been a loyal client for 8 years now .

Maribel was patient and very informative. I was happy with my services..would highly recommend! ????

Ludivina Lujen is a professional and accurate tax preparer. Highly recommended!!

LUD! Was amazing provided me such great service understanding about this business never ever will i go somewhere else!!! I got my taxes and got me a car!!! Woohooo!!!!!!! Thank u Lud!!!!

Great and friendly service with Julieta!

(Translated by Google) Maribel Carrillo is very professional, knowledgeable, and friendly. We've been filing our taxes with Maribel for over 10 years. Thank you, Maribel, for your professionalism. Maribel also speaks Spanish and is very kind and professional. She answers all your questions. (Original) Maribel Carrillo is very professional, knowledgeable and friendly . We have been filling our taxes with Maribel for over 10 years. Thank you Maribel for your professionalism. Maribel tambi?n habla espa?ol y e

(Translated by Google) I liked the place, and the service with Maribel Carrillo was wonderful. Everything was perfect and very well explained. I would recommend Maribel Carrillo again and again. I've been doing my taxes with Maribel for over 10 years. Very good service (Original) Lugar me gust? y el servicio con Maribel Carrillo fue maravilloso. Todo perfecto y muy bien explicado. Recomienderia a Maribel Carrillo una y otra ves.. Llevo m?s d 10 a?os asiendo mi impuestos con Maribel . Muy buen servicio

(Translated by Google) Very Friendly and dedicated, I am very happy with the service, 4 years and I will continue to have the service of Julieta Rosado***** (Original) Muy Amable y dedicada estoy muy contenta con el servicio, 4 a?os y seguir? contando con el servicio de Julieta Rosado

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.