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With your own userid, here''s what will be available to you, as my client, on my website:

  • Record Retention Guidelines . . . Find out how long you need to keep your records.

  • Secure File Transfer. . . . You''ll be able to tranfer your computer files to my office, and receive files, including ad-hoc financial statements and copies of tax return, when needed.

  • End of quarter/year Software procedures . . . I will make sure you know exactly how to transfer files to my office, including when to perform backups or other monthend administration.

  • Documents . . . You''ll have access to certain documents that I make available to all my clients, such as a sample expense report. Additionally, I will provide, as needed, documents addressing your specific needs.

    Call TODAY for your own user id and password!


    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