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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!
Overview
Hired 12 times
Background checked
3 employees
41 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Check and 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
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
5.0
3 reviews
5
100%
4
0%
3
0%
2
0%
1
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Your trust means everything to us. Learn about our review guidelines.
Victor L.
Jun 27, 2016
•
Hired on Thumbtack
Initial interview was very good - Bob knows what he is talking about, and I will use his guidance for my situation.
Business Tax Preparation
Jadwiga d.
Mar 6, 2017
•
Hired on Thumbtack
Fast, professional, friendly.
Individual Tax Preparation
William D.
Apr 22, 2019
•
Hired on Thumbtack
Real Estate Attorney
Credentials
Background Check
Bob Lee
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Up-front fee quoted based on what work needs to be done. No surprises!
What is your typical process for working with a new customer?
Free initial consultation - encourage calls and conversations. Client comfort factor most important issue!
What education and/or training do you have that relates to your work?
One of the most educated professionals you will find- CPA, Attorney, Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and - most importantly- 35 plus years of experience! Have negotiated and represented clients before the IRS and in Tax Court. BS in Accounting from University of Notre Dame, Law Degree from Loyola University Chicago.
