Emmett Financial Services | Lake Forest, IL

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

• Check
• Zelle

Services Offered

Accounting needs

• Bookkeeping
• Preparing tax returns
• Managing AR and AP
• Preparing fin. statements

Entity type

• Individual or sole proprietorship
• Partnership
• C-Corp / Corporation
• S-Corp
• Non-profit

Industry

• Sales & marketing
• Healthcare
• Technology / IT
• Manufacturing
• Financial services
• Education
• Retail / consumer goods
• Real estate
• Construction
• Non-profit
• Other

Annual income

• Less than $100K
• $100K - $500K
• $500K - $1M
• $1M - $5M
• $5M - $10M
• Greater than $10M

Accounting software

• QuickBooks
• Quicken
• TurboTax
• Xero
• NolaPro
• Sage

Work location

• My customers travel to me
• I travel to my customers

About

Very rare to find the following qualifications and experience in a tax preparer:

CPA, Attorney, CFP, CLU, ChFC with over 35 years of tax and accounting experience. We have seen it all and done it all, including negotiating with the IRS, Tax Court and Appeals, and tens of thousands of returns over the years- Individual, Corporate, Partnership, Trusts, and Estates.

As an Attorney, specialize in Real Estate Closings and Wills, Trusts, and Estate Planning. Over 35 years of experience!

The people are the "faces" behind all the numbers and frankly the numbers mean nothing to mean without the "faces". We have clients from all over the country who continue to use our services when they move from Illinois. That is what I LOVE about my work- the people and the "faces" I am helping!

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

• Background Check
  • Bob Lee
  • Completed on 7/27/2023

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