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Tax Services

I recently made the hard decision to retire from income tax preparation services. After forty-five "tax seasons" beginning in January, 1977, when I was hired as a part-time tax clerk in the Trust Tax Department at the former First National Bank of Chicago, the 2020 tax preparation season, which concluded on October 15, 2021 was my last full tax season. 

As a result of this decision, after October 15, 2021, I will no longer accept new income tax preparation clients.

I've partnered with Ashton D. Melchert, CPA of Kathryn Humecki and Associates, continue to deliver the high quality tax preparation services you've come to expect. To ensure a smooth transition of my tax preparation services to Ashton, we will transition of current tax services clients over a three year period.

I will still be available to ensure your financial and investment decisions are made considering the tax impact of those decisions.