168 South Benton Street, Palatine, IL, USA
Helping individuals, families, and business save money on taxes, growing their wealth, and planning for the future.
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What kind of accounting services do you provide?
Tax preparation, Tax Planning, Retirement Planning, Wealth Management, Bookkeeping, and Consulting
Why is it so important for businesses to hire a great accountant?
You need to hire an accountant that understands you and your business and that can walk you through your financial statements and provide advice on how to improve and grow your business.
What inspired you to start your own business?
I've been a CPA for over 20 years, and I started this journey to be the one resource that individuals, families, and small business need to handle any of life's financial problems. What started out as a journey to learn for myself has expanded to helping people with tax preparation, tax planning, retirement planning, wealth management, bookkeeping, and consulting. The result is an affordable, custom, fact-based tax and financial plan.
Can you provide your services online or remotely? If so, please add details.
Yes, I provide my services in person if its easier to meet in person or remotely through Zoom.
Accounting/Financial Services
Tax Preparation, Tax Planning, Retirement Planning, Wealth Management, Bookkeeping, Consulting/Coaching