Tax Counsel for Northbrook and Glencoe

Northbrook still gathers around its Village Green, on a block where some storefronts have welcomed the same families for generations. Glencoe gathers at its beach, where neighbors have met along the lake for just as long. The two villages have long shared their summers too, opening beach and pools to each other’s residents. Both are true hometowns, and both are home to families whose financial lives have grown steadily more complex over the years.

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

Personal Tax Returns, Prepared With Care

Investment portfolios, real estate, retirement accounts and family trusts all find their way onto the return. Getting each one right takes more than software.

Bill Briggs prepares every return himself, from your original documents, checking each figure against its source. Tax software doesn’t always keep pace with changes in federal and state law. Bill knows when its answer falls short and makes the corrections needed.

Physicians, Attorneys and Professional Practices

Many Northbrook and Glencoe professionals own their practices. We prepare the practice’s returns and financial statements alongside the owner’s personal return, so the two fit together and nothing falls between them.

Giving With Purpose

Many generous families give in ways that cost them more in taxes than necessary. Donating appreciated stock instead of cash, using a charitable fund or timing gifts well can lower the tax cost of giving and leave more for the causes you care about. We help clients plan their giving as carefully as their returns.

Estates, Trusts and the Next Generation

When a parent passes or a trust must be administered, the returns that follow are unfamiliar and often time-sensitive. We prepare estate and trust returns with care and help families understand what is required, and when.

How We Work

Our clients across the North Shore meet with us by phone, Zoom or Teams, as they prefer, and all meetings are by appointment only. Documents are exchanged by secure arrangement to protect every client’s privacy.

You will work directly with Bill Briggs.

We invest in the work, not the trimmings. Our clients judge us by it.