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Jim is a seasoned accounting and tax professional with over 35 years of experience. He holds a Bachelor of Arts in Accounting from Lewis University and a Masters of Science in Taxation from DePaul University. He successfully passed all four parts of the Uniform CPA exam and successfully passed the Certified Financial Planners exam. He is a current member of the National Association of Tax Professionals.
Jim started his career in public accounting where he gained experience in multi-industry financial statements, Federal/State/local tax returns, and monthly/year-end audits, ultimately rising to the position of Partner. He has years of experience in the financial planning process including insurance, investments, and finance.
Fred is a seasoned accounting and tax professional with over 50 years of experience. He holds a certificate of RTRP Registered Tax Return Preparer from the Internal Revenue Service.
He is a long time member of both the National Association of Tax Professionals and the National Society of Tax Professionals. In addition, Fred is a registered Notary Public with the State of Illinois. Fred has extensive experience providing accounting services and preparing financial statements and Federal/State/local tax returns for small to mid-sized business clients.
Fred proudly served our country in the United States Army.
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