Our firm helps clients see the opportunities and pitfalls of their tax situation. More than twenty-five years' experience.
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Understand Your Tax Opportunities and Pitfalls
Daniel J. Brown, CPA, has 25 years of experience preparing income tax returns and tax and financial advising for individuals, businesses, estates, and trusts. Our firm also resolves IRS issues and represents clients at audits and at appeals hearings.Mr. Brown counsels clients on matters such as:• Business Startups• Tax Effects of: Retirement, College, Divorce, Loss of a spouse• Retirement Plans (SEP, SIMPLE, 401(k), etc.): Establishment and Maximizing benefits• Tax Opportunities of Unemployment• Retirement and Estate Planning • IRAs: Rollovers, Conversions, and WithdrawalsWe are open year round so the firm is available when needed.Located near Oakbrook Shopping Center, our clients come from all over the Chicago metropolitan area as well as nearby communities. Additionally, some clients live in other states and foreign countries. Founded in 1986 the firm has earned client loyalty. Many clients have been with us from the start and children of clients have themselves become clients. Often, when clients move, they continue to have their tax returns prepared by the firm. Dan has experience working for a large national accounting firm and was controller of a subsidiary of a NYSE listed company. He has bachelor and master degrees from The Ohio State University and is a member of many professional tax and financial planning associations. During tax season appointment times fill quickly; so schedule early to avoid disappointment.. Accounting Services|Business Tax Preparation|Estate Tax Preparation|Individual Tax Preparation|Tax Planning|Tax Preparation|Trust Tax Preparation
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