Business Details
Trusted CPA Services in Elmhurst, IL
We are a certified public accounting firm dedicated to providing comprehensive tax, accounting, and financial consulting services. Founded on the principles of integrity and personalized service, our team of seasoned CPAs and accounting professionals brings decades of collective experience serving individuals and businesses across the Chicagoland area. Our professionals, including QuickBooks Certified ProAdvisors, specialize in tax planning, business formation, payroll services, and estate planning. We prioritize continuous education to stay ahead of evolving tax regulations, ensuring clients maximize deductions while maintaining compliance.With a legacy rooted in family values and a commitment to client relationships, we act as trusted advisorshelping clients reduce liabilities today while strategically planning for long-term financial success. Our expertise extends to resolving tax disputes, providing assurance services, and guiding businesses through complex financial decisions. We measure our success by the trust clients place in our firm and the tangible value we deliver through transparent communication and customized solutions.
Services
Tax Services
Accounting & Assurance
Business Formation
Payroll & Sales Tax
QuickBooks Consulting
Estate Planning
Highlights and features
- We have over 30 years of experience serving Chicagoland businesses and individuals.
- Our team includes QuickBooks Certified ProAdvisors with specialized software expertise.
- We provide personalized tax planning tailored to reduce liabilities and maximize cash flow.
- Our professionals are members of the American Institute of CPAs and state societies.
- We offer comprehensive estate planning services to secure long-term family financial goals.
Services
Tax Services
Our tax services include year-round federal and state tax planning, compliance, and dispute resolution for individuals and businesses. We focus on reducing liabilities through strategic deductions, credits, and audit representation. Clients benefit from personalized strategies to maximize after-tax income and long-term financial stability.
Accounting & Assurance
We provide accounting services for startups and established businesses, including record-keeping, financial reporting, and system setup. Our assurance services offer limited reviews and compilations to ensure transparency for stakeholders, aiding in credit applications, investments, and strategic decisions.
Business Formation
We guide entrepreneurs through business formation, addressing tax implications and legal structure choices. Services include cost-saving strategies, compliance setup, and long-term planning to support growth and profitability.
Payroll & Sales Tax
Our payroll services cover tax deposits, return preparation, and compliance reporting, while sales tax services include filing and audit representation. We ensure accuracy across jurisdictions to prevent costly penalties and regulatory issues.
Estate Planning
We specialize in estate planning to preserve and transfer wealth efficiently. Services include trust creation, gifting strategies, and tax advisory to secure assets for future generations while addressing current family and financial needs.
People
Lewis A. Affetto
Managing Partner
With over 30 years of experience, Lewis Bernard A. Bernard A. Affetto & Co. & Co. specializes in business growth consulting, tax planning, and audit representation for insurance, construction, and nonprofit industries.
Maria R. Gambino
Partner
Maria Gambino offers 28+ years of expertise in corporate tax compliance, business development, and individual tax strategies for clients in real estate, manufacturing, and insurance sectors.
Roxane Pope
Partner
Roxane Pope is a CPA with specialized experience in tax compliance and consulting for closely held businesses and high-net-worth individuals across multiple industries.
Benedict J. Affetto
Certified Public Accountant
Benedict Bernard A. Bernard A. Affetto & Co. & Co. provides comprehensive accounting and tax services, focusing on personalized client solutions and adherence to evolving regulatory standards.
Danielle M. Atkins
Certified Public Accountant
Danielle Atkins supports clients with tax compliance, financial reporting, and strategic planning, leveraging expertise to deliver efficient and accurate solutions.
Questions
What services does Bernard A. Bernard A. Bernard A. Affetto & Co. & Co. & Co. offer?
We provide tax planning and compliance, accounting and assurance, business formation, payroll and sales tax services, QuickBooks consulting, and estate planning for individuals and businesses.
Are your professionals certified?
Yes, our team includes Certified Public Accountants (CPAs) and QuickBooks Certified ProAdvisors with decades of combined experience in accounting and tax services.
How can you help with tax disputes?
Our experts specialize in tax representation, resolving disputes with authorities, and providing forensic accounting to minimize risks and ensure compliant solutions.
Do you serve clients outside of Elmhurst?
Yes, we serve businesses and individuals throughout the Chicagoland area and across multiple industries.
What is included in your estate planning services?
We offer comprehensive estate and trust planning, including tax advisory, gifting strategies, and asset allocation to protect and grow family wealth.
