Who We Are
In 1998, Belk & Associates was founded by Joshua Belk as a small tax preparation office. Word quickly spread about Josh’s skill and knowledge, and soon the business grew to providing tax and financial statement preparation services for clients throughout the greater Chicagoland area.
As the company continued to grow through the years, Josh was able to turn the focus of Belk & Associates from families and small family businesses to local corporate clients with small to medium-sized businesses. Belk & Associates began providing more services and began hiring additional staff and providing additional accounting and business-related services.
Today, Belk & Associates provides services that range from business consulting, tax planning and preparation, bookkeeping services, and more.
Belk & Associates now helps small to medium size businesses better prepare their company by solving today’s problems while planning and preparing for the future. We use a holistic approach while viewing the big picture in an effort to direct business owners in managing and scaling their business. So whether you are a smaller business needing to know your numbers and understand your financial picture or a larger, well-established business with a desire to maximize profits, the Belk & Associates team can partner with you to assist you in reaching your goals.
After graduating from Purdue University, organized Belk & Associates LLC in 1998 as a tax office providing tax services for individuals and small businesses in the northwest Indiana region. Over the years, he has led the firm to have a national presence as a business, finance and tax consultant, and strategist.
Joined Belk & Associates in 2017 after years working as a CFO and controller for companies in Chicago and a national nonprofit. Jonathan oversees the tax preparation processes for the firm and works with clients both with establishing accounting processes and training team members in those processes.
Joined Belk & Associates in 2018 after graduating from college. Beth oversees all bookkeeping services for the firm.
Joined Belk & Associates in 2019 and assists in compilation services, bookkeeping, marketing, content production and distribution.