Timothy J. Clark, CFP®, EA

Timothy J. Clark, CFP®, EA – The Senior Tax Professional and founder of Clark Financial Services has over 30 years of income tax preparation experience for individuals, trusts, estates, small businesses and charitable organizations. Mr. Clark formerly was the Vice President and Fiduciary Income Tax Manager for the First National Bank of Chicago’s Personal Trust Tax Services Unit. Mr. Clark is a Certified Financial Planner Practitioner and an Enrolled Agent.

Among other accomplishments, Mr. Clark is the Past-President of the Evergreen Park Chamber of Commerce. Additionally, Mr. Clark is a member of the National Association of Tax Preparers.

Mr. Clark is a lifelong resident of the Chicago’s southwest side community and attended St. Laurence High School (1976) in Burbank, IL. Mr. Clark earned his Masters of Business Administration from St. Xavier University in 1992 and completed his Bachelor’s Degree in Commerce (Major: Finance) from DePaul University in 1984. Mr. Clark has been a Certified Financial Planner since 1987 and an Enrolled Agent since 2003.
 

Melanie N. Sterbenc, EA

Melanie N. Sterbenc, EA has over 35 years of income tax preparation experience for individuals, small businesses, not for profits, trusts and estates. Ms. Sterbenc has been a Quick Books ProAdvisor since 1996.  Ms. Sterbenc is an Enrolled Agent and a Notary Public.

Ms. Sterbenc is a Past President of the Rotary Club of Lansing, Past Treasurer for Thornton Fractional South High School Music Boosters and Lansing School District #158 Music Parents. Ms. Sterbenc is a member of the National Association of Tax Preparers.

Ms. Sterbenc completed her Bachelor of Science in Business Administration from Valparaiso University (Major: Accounting) in 1976.  She became a Registered Representative in 2002 and an Enrolled Agent in 1992.

Interview Q&A

How long have you been in business?

Clark Financial Services has been in business since November 1, 2000.

What is your primary product or service?

Individual income tax preparation services.

How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)

Timothy J Clark, the owner of Clark Financial Services began his career in tax services in 1977 at the First National Bank of Chicago's Trust Tax Unit. When he left the bank in 2000 as a Vice President for the tax group, he started Clark Financial Services.

How do you differentiate yourself from other businesses in your category and area?

The tax professionals at Clark Financial Services are experienced Enrolled Agents who are committed to providing superior service to our clients.

How many locations do you have and do you have plans to expand?

We have one office located in Evergreen Park, IL

Provide detailed directions to your location

We are located on the northeast corner of 95th & Pulaski, on the second floor of the TCF Bank building.

What type of payments do you accept?

We accept cash, check, debit and credit cards (Visa and MasterCard only)

Which areas do you service?

South and Southwest Chicago and suburbs, and Northwest Indiana. However, we do accept clients from anywhere in the Chicago metropolitan area.

Who owns your company or runs daily operations?

Timothy J Clark CFP, EA is the owner and is available year round for your tax questions and/or concerns.

What are your hours of operation?

Hours by appointment only. Generally Monday through Saturdays, including evening appointments.

What is the best compliment anyone can give you?

A referral.

What is your favorite quote?

Adapt to the situation, innovate a solution and overcome the obstacle (unknown source)