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Accountancy Services

Accountancy services

With a strong reputation of integrity and trust, ORBA is one of the Midwest’s leading providers of comprehensive accounting, audit, tax and business consulting services to middle-market companies, individuals, not-for-profit organizations, trusts and estates and qualified retirement plans. Benefitting from over 30 years of experience, they provide solutions that are customized to your specific needs, all by a team that listens, understands and cares about your success.

Whether you’re a business owner, partnership or high-net worth individual, your personal tax strategy and wealth management can dramatically impact your future goals. At ORBA, our experienced team of advisors ensures that you reach those goals while maximizing your tax position and offering peace of mind by remaining compliant.

Income Tax Services

  • Federal income tax preparation
  • State and local income tax preparation
  • Representation before Federal and State taxing authorities
  • Income tax consulting and planning

Personal Financial Planning

  • Comprehensive personal financial planning
  • Estate and gift planning
  • Investment analysis and planning
  • Retirement planning
  • Budgeting and forecasting
  • Cash flow management

Other Services

  • Family office and wealth management
  • Bill payment and recordkeeping
  • Investment oversight and monitoring
  • Risk management and asset protection
  • Marital dissolution planning
  • Personal financial statement preparation
  • Loan analysis and negotiation assistance