Financial Coaching


Our financial coaching services at Del Real Tax are intended for those working on budgeting, struggling with debt, or wanting to build a stronger financial foundation. We provide live trainings & guidance and recommendations whether you want to get out of debt, fund a child’s education, take more family trips, purchase a new home, or anything else. Contact us for a free consultation.

Are you looking for Financial Success?  I often see small business owners working so hard to build a profitable business.  But many times I also see those business owners not accumulating wealth and over time… wondering where did my money and my efforts go?  That’s why we regularly host workshops for our clients.

Among other trainings that we offer to clients, we offer Financially Savvy Entrepreneur.  This is a 6 Week Financial Coaching Program to help serious entrepreneurs gain Complete & Total Financial Control. Build your understanding of where your business and personal finances stand over 6 weeks with Maribel’s simple, practical training. Maribel’s fast-tracked Templates Toolkit and 234 page Workbook will help you achieve results fast! We’ll provide the workbook, etc. during the session.

What’s Included:

We offer structured training programs to help our clients Gain Complete & Total Financial Control.  Through our programs, we help our clients:

  • Financial goal setting
  • Personal financial awareness by creating a personal net worth statement, personal income statement & budget
  • Systems and Automation for Finances
  • Business financial awareness by creating a business budget, forecast and reading their financials like a CEO
  • Understanding their own Key Performance Indicators
  • Establish structure in their business, their vision, and much more using the EOS Model (Gino Wickman’s Traction book)

With our financial coaching training, we are going to work together to start putting the building blocks in place to financial success. You will start to gain complete and total control over your current financial situation and put yourself on the path to achieving the goals required to reach your potential.  If you’ve decided to make a commitment to bettering your financial picture and future, call us for a free tax discovery session to see how Del Real Tax can help.


  • About Us
  • About You
  • Client Accounting Manual
  • Accounting Best Practices


  • Benchmarking
  • Entity Analysis
  • Deduction Finder
  • Reasonable Comp Study


  • Monthly Financials
  • Sales Tax Compliance
  • Payroll Processing
  • Unlimited Discussions of your Tax & Accounting Matters
  • Monthly Newsletter
  • Secure Portal
  • Android and iPhone APP
  • Facebook Group Access


  • Tax Projection
  • Tax Strategy


  • Business Filings 1099s/1096
  • Personal Filings

Financial Coaching Service


  • Monthly full service accounting, bookkeeping, tax planning & preparation, and consulting for success for you and your small business
  • Our Structured Program helps clients pay the least amount of taxes legally possible & Use Accounting information to grow their business
  • Your business gets a team of accountants working with you
  • Consultative approach – our goal is to teach, inspire and support
  • Bilingual in Spanish & English
  • Proactive Advice – putting you first!
  • utstanding customer service – we take a team approach and strive to be there right as you call and respond promptly to messages
  • One fixed monthly fee – no billing surprises


Small Business Accounting & Bookkeeping

Looking for a CPA to perform your bookkeeping or an accountant for your small business? Del Real Tax has been working with small businesses and individuals located around Chicago for many years performing many accounting tasks that can be hard for small business owners and individuals to understand. View more.

Tax Return Preparation Services

We perform tax Planning and tax consulting year round. We understand that preparing your own income tax return can be a task that leaves you with more questions than answers. View more.

Payroll Accounting

Del Real Tax Group offers payroll accounting solutions that meet your business’s needs and enable you to spend time doing what you do best – running your company. View more.

Entity Selection & Restructuring

Choosing the right company structure is crucial in planning for the successful operation of any business. These decisions can affect a broad range of issues, from equity arrangements and tax advantages to long-term financing and succession of ownership. Del Real Tax Group can help. View more.

IRS Representation

Del Real Tax Group handles IRS audit representation for businesses located throughout Chicago so you need not take time off of your business or job to handle the bureaucracy and paperwork of an IRS audit. View more.

Certified Tax Coaching Planning

We work to understand the dynamics of your business and use that knowledge towards the development of a customized plan. It is this critical long-term planning in which we strive to take advantage of tax-saving opportunities that can make a difference on your bottom line. View more.

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