Leading Financial Services, Inc

Leading Financial Services, Inc

New
Offers online services
New
Offers online services

About

We are dedicated to building a partnership with our clients & help them with all aspects of their business needs or any individual tax & financial needs. We strive to be a holistic practice.

I enjoy building relationships with my clients and helping them plan for their future. My clients are not just a number to me, I want to get to know them so that I can provide them the best advice possible.


Highlights

Hired 1 time
4 employees
9 years in business
Serves Lake In The Hills , IL
Offers online services

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Frequently asked questions

A free consultation, up to one hour, where we will get to know each other & discusss a plan for accomplishing the client’s goals/needs.

Bachelors Degree in Accounting

Enrolled Agent designation with the IRS

My pricing is based on the time & forms needed.

I took an accounting class in H.D. & really enjoyed it, it just grew from there. I started my tax preparation career at H&R Block in 2000.  I worked for a small family-owned company doing accounting & tax, now I’ on my own & love helping my clients! 

I work with a broad range of clients across all backgrounds, both individual & business. I have worked with a few non-profit organizations as well. 


Services offered

Business Consulting
Business Tax Preparation
Individual Tax Preparation
Accounting
Hr And Payroll
Financial Services And Planning