Pricing & Services
At South Loop CPA, we provide comprehensive financial leadership to high-net-worth individuals and growing businesses. Our concierge approach delivers seamless financial management through dedicated Personal CFO services.
Tailored Tax & Accounting Solutions
Our personalized tax and accounting services are designed for high-net-worth individuals who require sophisticated financial strategies and dedicated expertise. We take pride in delivering customized solutions that align with your unique financial landscape and goals.
Tax Services
Starts at: $2,000.
Starts at: $1,000.
Starts at: $3,000.
Accounting Services
Starts at: $500. / month
Starts at: $1,500. / month
Starts at: $3,000. / month
Advisory Services
Starts at: $3,000. / month
Starts at: $1,000. / month
Starts at: $3,000. / year
Every client’s financial situation is unique, and we tailor our services to meet your specific needs.
Our packages are customized to your business’s size, industry, and complexity. Talk to us about your specific requirements and business accounting needs. Your investment in our services will be determined based on the complexity of your portfolio, business interests, and desired level of support. Talk to an expert today and ask how we can help you to safeguard your financial future.
“At South Loop CPA, we have the technical accounting knowledge to solve complex challenges and the accounting experience to help you minimize your tax liability.”
– Gaurang Patel, CPA/PFS, CFA, MSA, South Loop CPA, Principal
Why choose South Loop CPA?
At South Loop CPA, we provide more than just numbers – our team delivers strategic insights and personalized attention to help you navigate complex financial decisions. Each engagement includes dedicated access to senior advisors, year-round planning support, and proactive tax optimization strategies.
Headquartered in the heart of Chicago’s South Loop, South Loop CPA began with a mission: to provide small businesses and families with the high-caliber accounting, tax, and wealth management expertise they deserve. We maintain a selective client portfolio to ensure exceptional service delivery for sophisticated investors and businesses requiring comprehensive financial oversight.
Learn more about our firm.
Pre-sales Support
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Client Success Stories
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U.S. Expat Tax Reporting: Managing Dual-Country Compliance
For professionals navigating the complexities of international assignments, tax compliance shouldn’t add to their already significant responsibilities.
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Strategic CFO Partnership for High-Velocity Service Company
In the dynamic landscape of high-growth service businesses, having the right financial partner isn’t just about managing numbers—it’s about crafting a story that resonates with investors while maintaining the operational…
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Streamlining Medical Practice Finance & Operations
Modern medical practice demands a delicate balance between business acumen and patient care. Our solution provided these physicians with the freedom to focus on their expertise while maintaining confident control…
Discover the South Loop CPA difference.
We maintain a selective client portfolio to ensure exceptional service delivery for sophisticated investors and businesses requiring comprehensive financial oversight. We’re happy to answer any questions you have about getting started.