about
Accuracy -- Professionalism -- Integrity

Philosophy
Our business philosophy is to always be honest, fast, and professional. When you bring us your information, we will work together to decide on a schedule and deadline that works for both of us, and you can count on us to meet the deadline. If an unexpected situation arises or we need more information from you, we will communicate that to you as soon as possible. We make it a point to keep our clients “in the loop” at all times, and always respond quickly to emails and phone calls. If we don’t know the answer immediately, you will know that we are working on your problem and that you are important to us.

As a CPA, integrity and accuracy is of the utmost importance. We make every effort to get things right the first time and I’m intimately involved with my team in preparing and reviewing your return. Your satisfaction is the most important thing to me, since my business counts on your referrals!

Professionalism goes hand in hand with speed, communication, and accuracy. It is my job to complete your projects quickly and efficiently, communicate with you regarding project time line and status, and to explain things to you in easy to understand terms.

When you do business with us, we will have an engagement letter that lays out the terms of our agreement, the services that we will perform, and the fees for our services before work begins. That way, you as my client, will always know what you can expect from me. We provide good service at a reasonable price, take great pride in our work, and stand behind it. Contact us at any time to set up a free, no obligation meeting. You will appreciate our honest and up-front approach.

Background
I am licensed as a CPA in Illinois.

Education
I earned a Bachelor of Business Administration degree in Accountancy from the University of Wisconsin, Whitewater and a Masters of Business Administration from DePaul University in Chicago.

Affiliations
My professional affiliations include memberships in the following organizations:
The American Institute of Certified Public Accountants (AICPA) (www.aicpa.org)

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