Premium Tax Planners is a Chicago-based tax planning and advisory firm serving high-net-worth individuals and families nationwide. Based on Chicago’s North Shore, the firm focuses on proactive, year-round guidance for clients with complex finances, including executives, professionals, business owners, and families managing investments and wealth transfers. Its approach goes beyond annual tax filing, helping clients evaluate financial decisions before deadlines pass and coordinate tax strategies across income, investments, business structures, and charitable giving.

Services include advanced, individual, and business tax planning; high-income and S corporation planning; entity selection; capital gains and cryptocurrency tax guidance; and planning related to oil and gas. The firm also provides retirement planning, including guidance on Roth conversions and distribution timing, as well as individual and business tax preparation. For clients seeking targeted help, it offers tax consulting and advisory engagements, including second opinions and reviews of specific situations. Premium Tax Planners begins engagements with a review of prior returns, income sources, entity structures, and financial goals, then develops guidance tailored to each client’s circumstances.