Since 1989, we've provided businesses, individuals, and trusts throughout Chicagoland with meticulous tax management and accounting services, including estate and trust planning and tax preparation. Click here for more information.
Should you become our client, we'll take the time to get to know you. As a boutique CPA firm, we can offer you a level of personalized attention you're unlikely to find at a jumbo accounting firm. However, because we operate as a cohesive team, someone is always ready to respond promptly to inquiries.
We're specialists. That means we're focused on accounting and taxes, period. As a result, we will never offer you related insurance or investment products or services. We can, however, upon your request, refer you to specialized financial professionals in our network of trusted affiliates.
Rona has specialized in accounting and tax services for small businesses, individuals, and trusts for more than two decades.
Rona is a long-time advocate for Chicagoland's small business community. Among other things, she has taught continuing education classes on entrepreneurship. In recognition for her contribution to the accounting profession, was named "Midwest Regional Account Advocate of the Year" by the U.S. Small Business Administration.
A long-standing member-and former Director-of the Illinois CPA Society, Rona is also an eight-time recipient of the Five Star Wealth Manager Award as published in Chicago Magazine (2010-2017). Less than 3% of Chicago's financial professionals receive this award annually.
Rona's mission is to help her clients plan wisely, grow their financial interests soundly, and make the most of their present and future assets. She may be reached via email or at 847-821-0200.
Natalie Zellner was first hired in January, 2001 but took a two year hiatus while her husband was transferred to Germany by his employer. She re-joined our staff in January, 2004. Natalie holds an A.A. degree in Accounting and a B.S. in Chemistry.
Robin Stobart has been our Office Manager since July, 2015. Robin worked in downtown Chicago with Merrill Lynch and then took some time off to raise her children. She is glad to be back in the workforce and to be part of our team. Robin has a B.A. in Business Administration.
Michael Friedman is a Certified Public Accountant. After retiring as a partner in Friedman & Masur Ltd. he decided to share office space with us and continue his practice on a part-time basis.