CWI Tax Services
The CommonWealth Initiative™ is a Chicago-based financial planning and consulting firm specializing in budgeting, money management, and financial services. Our services are confidential, forward-thinking and affordable, with the purpose to promote financial “well-being” for the “common-good”.
CWIMONEY, Financial Planning, Financial Planner, Free Consultation, Estate Planning, Estate Planner, Business Consulting, Business Consultant, CWI, CWI University, Money, Chicago Money,
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CWI Tax Services

CWI Tax Services

At CWI, we work with clients of all types to provide tax preparation services. Whether you are filing as an individual, a family unit, or on behalf of your business, navigating today’s tax laws is an increasingly complicated task, as regulations, rules, and professional guidance constantly change. In this complex landscape, there is no substitute for the knowledge that an experienced tax professional can provide, particularly when that knowledge is made accessible to you – irrespective of your familiarity with tax laws and regulations. At CWI, that is our commitment to you.


Our top priority is ensuring that our clients receive every federal, state, and local tax credit and deduction for which they qualify. We do this by taking a strategic approach when dealing with your taxes and by conducting a comprehensive quality control review of your tax return before filing so you can be confident that no opportunity for credits or deductions goes unexplored. Our approach is aimed at making tax filing a stress-free experience – the CWI Guarantee!


With our tax preparation services, you have access to the following:

  • Virtual Meetings (In-person meetings available)
  • Business and personal tax preparation and filing
  • Estate tax return preparation and filing
  • E-filing for a quicker refund


And as with all our services, you can be sure that our work is backed by our commitments to:

  • Fee Transparency
  • A transformative customer experience centered around efficiency, service, and education.


Speak with a CWI tax professional today at 312-574-0866 or schedule your initial consultation online.

Individual Tax Preparation

Whether you’re looking to save time, unsure how to handle a complex tax matter, or prefer a professional to prepare and file your taxes, CWI can help.  We eliminate the stress of filing your taxes by making the process easy and painless.  When we prepare your tax return, we work hard to ensure you receive every tax credit and deduction for which you qualify.


Individual Income tax preparation starts at $269.00 (includes 1 state tax return with no itemization).

Business Tax Preparation

At CWI, we understand the importance of a company’s business model and financial operations to its overall success; therefore, we take a strategic approach when working with our clients to prepare and file their business tax returns.  Our tax preparation services for entrepreneurs and small business owners are timely, accurate, and affordable.  This stress-free filing approach allows you to save money and focus on what’s most important – your business success.


Business tax preparation starts at $499.00.

Do you still need to file your tax return?   CWI can help.

If you missed the filing deadline, no worries.  We understand that things happen.  The great news is that we are available year-round, and we may be able to help.  Call us at 312-574-0866 now, or schedule your free discovery call online.


Call us at 312-574-0866 or schedule your free discovery call online.

Getting started is easier than you think.


Tax Services Legal Disclaimer

NEITHER THE COMMONWEALTH INITIATIVE NOR AFFILIATE COMPANIES NOR ITS PRODUCTS OR SERVICES ARE INTENDED TO PROVIDE LEGAL, TAX, OR INVESTMENT ADVICE.  THE COMMONWEALTH INITIATIVE IS NOT A FINANCIAL ADVISOR, INVESTMENT ADVISOR, BROKER, OR TAX ADVISOR.  CWI Tax Services provide tax preparation and filing services, also referred to as “CWI Tax,” an Illinois limited liability company.  CWI Tax Services is a CommonWealth Initiative affiliate company and a wholly-owned subsidiary of The Johnson Group, LLC.


Website content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.  CWI Tax Services nor their representatives provide tax or legal advice.  Please consult a qualified attorney or tax advisor to answer specific questions before making any decisions.

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