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Privacy Policy

As an accounting, bookkeeping and tax firm, I collect nonpublic personal information about you from some or all of the following sources:

  • Information received from you on applications, tax preparation worksheets, organizers and supporting schedules I use in preparing your tax returns and other forms.

  • Personal interviews, meetings and conferences with you.

  • Information received from you and others about your transactions with others and with me.

  • Information received from consumer reporting agencies.

    I do not disclose any nonpublic personal information about my clients or former clients to any third parties, except as permitted by you or required by law.

    I restrict access to nonpublic personal and account information about you to those of my employees who need to know that information in order to provide products or services to you.

    I maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

    Please let me know if you have any questions about the above information. And thanks so much for the opportunity of serving you. I truly appreciate your patronage.


    My Services

    My firm is responsive to your needs.  You can rely on my competent advice and fast, accurate service. 

    I provide service in the following areas:

    Personal & Trust Income Tax
    Corporate Tax


    825 N. Cass Ave., Suite 101, Westmont, IL  60559-6401
    Phone: (630) 537-1572 Fax: (866) 557-3066