About
35 Years of Experience with unique background- CPA, Attorney (JD), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Quickbooks Pro Advisor. Individual Income Taxes, Business, Corporate, Partnership and Trust Tax Returns, Small business accounting.
The "people" behind the numbers-that's what it's all about!
Highlights
Reviews
Margery K E.
Frequently asked questions
What is your typical process for working with a new customer?
Call 847-680-1120 or email [email protected] to discuss or ask any questions. Once we know genreal information aborut tax returns, can normally quote a FIXED price for the work. We LOVE what we do and have been satisfying customers for over 35 years!
What education and/or training do you have that relates to your work?
Very Unique, and frankly do not know anyone else who has the ALL of the following qualifications and licenses:
Certified Public Accountant (CPA), Attorney at Law (JD), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), Real Estate Broker (Licensed in IL, WI, and FL), IRS Representation, and Quickbooks Pro Advisor. More important than the degrees, is the 35 years of experience!