Leading Financial Services, Inc. | Algonquin, IL

  • Total Hires: 3 times
  • Service Area: Algonquin, IL
  • Team Size: 1 employee
  • Business Duration: 10 years
Leading Financial Services, Inc.

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

  • Cash
  • Check
  • Credit Card
  • Square Cash App

Services Offered

Accounting needs

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

Entity type

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

Industry

  • Financial services
  • Sales & marketing
  • Healthcare
  • Technology / IT
  • Manufacturing
  • 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
  • Xero
  • NolaPro
  • Sage
  • TurboTax

Work location

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

About

I have 13 years of experience in Accounting and 20 years of experience in tax preparation. I hold an Enrolled Agent designation with the IRS. I stay current on the tax rules and use modern technology to be as proficient and cost-effective as possible. I am flexible in the way I receive your information, I strive to make it easy and convenient for my clients to obtain the service they desire without being overly burdened in doing so. I do what is in the best interest of my clients, not what is most profitable for me. I give personal attention to details and make sure my clients understand what I'm doing for them.

I enjoy helping clients complete their tax filing obligations and reach their financial goals. For my Accounting clients, I enjoy the added benefit of helping them maximize their profits and lower their tax liabilities. It is a great feeling to see clients enjoy their rewards for their hard work.

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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
    • Jeanie Perry
    • Completed on 5/7/2021

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