Boggs Wealth Management

Boggs Wealth Management

2 employees

About this pro

We help taxpayers pay the lowest tax legally possible or get the biggest refunds with out one-visit tax preparation meeting and we do it at very competative rates with big discounts for police, fire, nurses, teachers. Illinois CPA 28 years.

We love helping our clients make and keep money!

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Gurnee, IL 60031
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What is your typical process for working with a new customer?

We like to get to know the client and his or her circumstances, then dig in to the paperwork, usually completing the first return in 90 minutes or less, filed electronically for no additional cost.

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

Illinois CPA 28 years.

Financial Professional, NASD, SIPC registered supervisor.

Degrees from University of Illinois

University of Oklahoma

Oklahoma State University

Do you have a standard pricing system for your services? If so, please share the details here.

Pricing is computer calculated based on return complexity. We don't charge for questions, copies, emails, phone calls or other incidental contact. Very competative rates with discounts for Police, Fire, Medical professionals, Teachers.

How did you get started in this business?

While working as a broker at a large Chicago firm, I wanted to learn more about financial statements and enrolled to take courses for my CPA which I completed in 1989.

What types of customers have you worked with?

Individuals of all sorts. We enjoy small business owners and help them maximize deductions to minimize taxes.

Describe a recent event you are fond of.

Clients often move away and are happy to learn that we can do taxes all over the country via phone, email and skype, including complicated split-income returns.

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

Find a professional who keeps clients for years because of a great relationship developed season after season. And, find someone with convenient year-round hours in the unlikely event the IRS contacts you after the filing deadline.

What questions should customers think through before talking to pros about their needs?

Will you give me solid ideas to reduce my tax liability this year and in the future rather than just complete the forms?

Services offered

Tax Accountants CPA Firms Accountants Business Tax Preparation Financial Advisors Individual Tax Preparation Tax Preparation Services