Tax Counsel for Libertyville, Mettawa and Vernon Hills

Libertyville pairs a classic downtown with some of Lake County’s most desirable neighborhoods. Mettawa offers estate living on generous land. Vernon Hills, long a quiet bedroom community, is steadily moving upscale, and its business parks are home to many owner-run companies.

William D. Briggs has prepared returns and advised North Shore and Lake County taxpayers for four decades.

Personal Tax Returns, Prepared With Care

When a family’s finances grow, so does the return: investment accounts, a larger home, a rental property, a growing business on the side. At some point, software and a weekend are no longer enough.

Bill Briggs prepares each return himself from your original documents and checks every figure against its source. When the software falls behind current federal or state law, he catches it and corrects it.

Executives and Equity Compensation

Several of the region’s major healthcare and corporate headquarters sit within a short drive, and many of their leaders live here. Stock awards, options, purchase plans and deferred compensation each bring their own tax rules. We make sure they are reported correctly, including the cost basis adjustments brokerage statements often miss.

Business Owners in Vernon Hills and Beyond

For the companies in the area’s business parks, we prepare business returns and the financial statements lenders and partners rely on. Working from your bookkeeper’s records, we deliver straightforward statements or full compilations, depending on what your bank requires.

When an Owner Steps Back

Many longtime owners are now thinking about scaling back, selling or handing the business to the next generation. Each path carries different tax consequences. The earlier the plan begins, the more choices remain.

How We Work

Meetings are by phone, Zoom or Teams, whichever you prefer, and all are by appointment only. Documents are exchanged by secure arrangement, which protects every client’s privacy.

You will work directly with Bill Briggs.

We put our effort into the work, not the trimmings. That is where our clients see the difference.