The firm works with high net worth individuals and closely held business entities. Although most of our business clients have annual revenues of $500,000 to $5,000,000, the company considers working with clients of all sizes depending on the scope of services needed.
Unlike many accounting firms, none of our employees hold an insurance or securities license. We do not believe in selling investments or insurance products, leaving that up to someone who is full time in the business. Our philosophy is that our time should be spent on keeping up with accounting and tax matters that provide you with accurate reporting and planning opportunities – not how much of a commission we will make.
Accounting and tax laws are challenging. As a licensed CPA, Dennis is required to complete 120 hours of continuing education every three years. These educational courses are usually presented by a variety of outside sponsors (including the University of Illinois and the Internal Revenue Service) and cover assorted topics.
Dennis would be happy to to sit down and discuss, with no obligation, your personal or business financial objectives. Feel free to call Dennis at 847-870-1040 to schedule a mutually convenient time to meet.