Tariffs, inflation and taxes: Are you prepared?
Ask about the Money Analysis & Account Management Product today!
Services
A custom Excel spreadsheet comparing budget to actuals using your transactional data, includes month to month, quarter to quarter and year to year analysis. We never hold your transactional data, we show how to use the tool and provide support, either in person or via Zoom.
Are you faced with a significant financial decision? Car, mortgage, marriage, retirement: these life events require careful analysis
Explain your tax situation and discover if your situation requires a tax professional
This virtual office is located in downtown Naperville
The parking garage provides easy access to the entrance
The conference room provides a quiet environment to discuss sensitive matters
Office
Over twenty years of Fortune 500 experience involving public accounting and consulting
Filings include 10-K, 10-Q, S-1, 1040, 1120-S, Schedule C
System Experience: Oracle, SAP, BAC, QB, Excel
Programming Languages: Pascal, C++, VBA
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