What services does DWK Tax & Accounting offer?

DWK Tax & Accounting offers tax preparation and planning, bookkeeping, accounting, business advisory, and outsourced CFO services for individuals and small businesses in Wheaton, IL and DuPage County.

Where is DWK Tax & Accounting located?

DWK Tax & Accounting is based in Wheaton, Illinois, serving clients throughout DuPage County including Naperville, Glen Ellyn, Lisle, Downers Grove, and the greater Chicago suburbs.

Do you work with small businesses?

Yes. DWK Tax & Accounting specializes in serving small business owners, entrepreneurs, and growing companies who need more than basic tax compliance, including strategic advisory and fractional CFO support.

How do I schedule a consultation?

You can schedule a consultation by visiting https://dwkcpa.com/contact, calling (708) 369-0044, or emailing david@dwktaxaccounting.com.

How do I know if my QuickBooks needs a cleanup?

Common signs include accounts that haven't been reconciled in months, transactions in the wrong categories, duplicate entries, bank balances that don't match QuickBooks, or financials your accountant says are unreliable for tax filing.

How long does a QuickBooks cleanup take?

It depends on how far back the issues go and the volume of transactions. A single-year cleanup typically takes 1 to 3 weeks. Multi-year cleanups take longer. We give you a clear timeline and scope after reviewing your file.

Do you work with QuickBooks Online or QuickBooks Desktop?

Both. We work with QuickBooks Online (all subscription tiers) and QuickBooks Desktop Pro, Premier, and Enterprise.

Can you train our team after the cleanup?

Yes. After completing the cleanup, we offer QuickBooks training sessions so your team maintains accurate records going forward. We can also stay on as your ongoing accounting provider.

Will a cleanup affect my previous tax returns?

If the cleanup uncovers significant errors in prior periods, we will alert you. In some cases, amended returns may be warranted. We evaluate this as part of the cleanup process and advise you on the best path forward.

Bookkeeping Services

QuickBooks Cleanup Services in Wheaton, IL

Messy QuickBooks files cost you money at tax time and hide the true state of your business. DWK Tax & Accounting provides professional QuickBooks cleanup and catch-up bookkeeping, restoring your books to accurate, reconciled, and tax-ready condition.

What the Cleanup Covers

Complete account reconciliation (bank, credit card, loans)

Transaction recategorization and correction

Chart of accounts review and cleanup

Removal of duplicate transactions

Accounts payable and receivable reconciliation

Payroll liability verification

Opening balance corrections

Year-end adjusting journal entries

Why CPA-Led Cleanup Matters

A bookkeeper cleans up entries. A CPA cleans up entries while identifying the tax implications of every correction. We approach QuickBooks cleanup with a tax-aware lens, so the corrected books do not create surprises when it is time to file.

After your cleanup is complete, you receive financial statements you can trust, books ready for your CPA or tax preparer, and a clear recommendation for ongoing accounting support.

Related Services

Monthly Bookkeeping Small Business Accounting CPA in Wheaton, IL

Why Choose DWK

A CPA Partner Who Invests in Your Success

Business owners choose DWK Tax & Accounting because they get direct access to a licensed CPA who understands their industry, their goals, and their numbers, not a revolving door of staff.

Licensed Illinois CPA

David Korzeniowski is a licensed Certified Public Accountant in the State of Illinois, not a seasonal tax preparer or a software dashboard. Every return is prepared and reviewed by a CPA who is accountable for accuracy and compliance.

Small Business Experience

8+ years working with contractors, restaurants, medical practices, law firms, e-commerce, real estate investors, and consultants across DuPage County. Industry-specific knowledge means better deductions and fewer surprises.

Year-Round Support

Tax strategy doesn't stop in April. David is available throughout the year for questions, planning conversations, and proactive adjustments, not just at filing season.

Proactive Tax Strategy

We plan ahead. Entity structure, timing, retirement contributions, and quarterly estimates are reviewed continuously so you keep more of what you earn, legally and strategically.

Personalized Planning

Every business is different. Recommendations are built around your specific circumstances, goals, and growth plans, never a generic template or a one-size-fits-all checklist.

Local & Accessible

Based in Wheaton, serving DuPage County and the western suburbs. You can call, email, or meet in person. No call centers, no overseas outsourcing, no account handoffs.

Meet David Korzeniowski, CPA Read Client Reviews View Success Stories

Frequently Asked Questions

Ready to Get Started

Take Control of Your Financial Future

Whether you need strategic tax planning, business advisory, or CFO-level financial leadership, DWK Tax & Accounting is ready to serve as a dedicated financial partner for your business.