About this pro

We have been serving the southwest suburbs for 30+ years.We provide friendly, competent, affordable tax preparatin as well as a number of other financial services Our mission is and always has been - To give more than expected and provide world class service. Designations and certifications include - 

CFP® - Certified Financial Planner 

EA - Enrolled Agent (IRS)

CLU - Chartered Life Underwriter

ChFC - Chartered Financial Consultant 

CRPC - Chartered Retirement Planning Counselor 

We would welcome the opportunity to be of service to you.

I enjoy interacting with our clientele and solving the various financial problems that they encounter. I also enjoy staying on top of the continually changing economic and tax environments.

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Homer Glen, IL 60491
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What is your typical process for working with a new customer?

We typically do not charge for an initial interview where we determine what services a client would need or wants.  We would also discuss fees, which are dependent on what services will be provided.

What education and/or training do you have that relates to your work?

I have a degree in Finance and have earned the following designations - 


What types of customers have you worked with?

I work with a large variety of clientele.  Taxation has become incredibly difficult to understand and recent changes have made this even more problematic. Planning is even more involved and can become overwhelming whether you are 20 or 70, struggling or affluent.

What advice would you give a customer looking to hire a pro in your area of expertise?

I would focus on someone you would find easy to work with who LISTENS to your concerns and has the experience, education and background to meet your needs.

Services offered

Financial Advisors Individual Tax Preparation Tax Preparation Services