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2810 Frank Scott Parkway West, Suite 704, Belleville, IL 62223

Tax & Accounting

For Individuals

For Individuals

At CEC Financial Group, we offer personalized tax and services for individuals, designed to manage your financial affairs, ensure compliance with tax laws, and plan for the future. Our experienced team provides expert tax preparation, strategic planning to minimize liabilities, and proactive advice to help you navigate complex tax matters with confidence, while delivering insights and tools that align with your goals to help ensure you're strategically positioned for a secure financial future.

For Businesses

For Businesses

Our experienced team at CEC Financial Group offers comprehensive tax and accounting services for businesses, designed to manage your financial operations with precision and confidence. By aligning our solutions with your specific needs and objectives, we provide proactive tax planning to ensure compliance with ever-changing tax laws and customized accounting services designed to optimize your business's financial operations and support long-term success. Our commitment is to deliver insights and strategies that help you navigate different complexities and help position your company for success. 

For Trusts

For Trusts

At CEC Financial Group, we specialize in providing comprehensive tax and accounting services for trusts, helping to safeguard assets and ensure smooth financial management for future generations. Our experienced team ensures compliance with all relevant tax laws and regulations while optimizing tax efficiency and maintaining accurate financial records. From preparing fiduciary income tax returns and advising on trust distributions to planning for estate and gift taxes, we provide comprehensive solutions that align with the trust's objectives. Our dedicated approach helps effectively manage the trust's tax and accounting obligations, supporting long-term goals.

Tax Compliance and Filing

  • Preparation of federal, state, and local tax returns and federal and state trust tax returns.
  • Electronic filing for quicker refunds and accuracy.
  • Handling various tax forms such as corporate income tax, sales tax, payroll tax, etc. and estimated tax payments and filings.
  • Preparation of K-1 forms for beneficiaries.

Tax Planning

  • Strategies to minimize tax liabilities.
  • Guidance on tax-efficient investments, retirement planning, business structures and transactions, and distribution to beneficiaries.
  • Advice on tax credits, deductions, and incentives.
  • Instructions on how to leverage tax exemptions, deductions, and credits available to trusts.

Tax Resolution

  • Assistance with IRS audits and correspondence.
  • Negotiation of payment plans and settlements for tax debts.
  • Representation before the IRS.

Bookkeeping

  • Recording and categorizing financial transactions.
  • Maintaining accurate financial records.
  • Reconciling bank and investment statements.

Personal Financial Statements

  • Preparation of net worth statements, balance sheets, income statements, and trust financial statements.
  • Cash flow statements and budgets.
  • Ensuring compliance with GAAP or IFRS.

Investment Tracking

  • Tracking and recording of investment transactions.
  • Capital gains and losses calculations.
  • Monitoring investment performance and reporting.
Certified QuickBooks Online ProAdvisor

Certified QuickBooks Online ProAdvisor

CEC Financial Group is a Certified QuickBooks Online ProAdvisor. This means enhanced precision in financial management, sharper insights into your business finances, and enhanced accuracy in managing your accounts. When you entrust us with your tax and accounting needs, rest assured that we will deliver high quality results with precision and confidence.

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About Us

From tax and accounting to retirement planning, our experienced team offers customized financial services for your current needs and long-term goals.

Who We Are

Our Approach

Our goal is to minimize your tax liabilities while helping you pursue your goals. Our proven approach can enhance after-tax returns over time compared to non-tax strategies.

How We Help

Contact Us

Contact us today to explore how our collaborative culture and personalized services can strengthen your financial confidence.

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