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 Providing Trusted Financial Services Since 1977  

Team

 

Michael founded the firm in 1977. He started by driving to clients homes, and prepared their tax returns the old fashioned way, with pen, paper forms, and calculator (continues ...)

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Denise's responsibilities include assisting clients, and assuring that all facets of the accounting business are functioning properly (continues ...)

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Christine is a seasoned tax professional with over 25 years of experience in personal, corporate as well as all associated tax matters (continues ...)

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Michael’s focus is on helping our small business clients succeed, from preparing Payroll to Sales Taxes to Bookkeeping (continues ...)

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Sue Rowan

Client Service Associate

(630) 924-2400

Sue Rowan is a Client Service Associate and has been working to provide outstanding customer service to our Investment, Tax, and Accounting Clients for the past 17 years (continues ...)

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