About
Welcome to AmCapTax, your trusted partner for comprehensive financial services in Naperville, IL. Our expert team of three dedicated professionals specializes in business and individual tax preparation, business consulting, accounting, and personal financial planning. We are committed to delivering personalized solutions that cater to your unique financial needs, ensuring precision and peace of mind. At AmCapTax, we pride ourselves on our client-focused approach, striving to empower you with the financial insights and strategies required for success. Let us help you navigate your financial journey with confidence and clarity.
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Robert L.
Anonymous
Frequently asked questions
What is your typical process for working with a new customer?
Very simple approach in which the customer and I interview each other to see if we are a right fit for each other. If we are, then we agree on what services the customer would like us to perform. Usually summarized in 3 sterps.
1) Initial Meeting, Planning and Data Gathering
2) Financial Plan Development
3) Implementation.
What education and/or training do you have that relates to your work?
I have a B.S. in Finance, M.B.A. 22 years of Corporate Finance, Certified Accountant, Adjunct Accounting and Finance and I am a Chartered Retirement Planning Counselor.