Business Details
48 Years
experience
Comprehensive Accounting & Financial Services in Illinois
Founded in 1978, our firm has built a legacy of delivering personalized financial guidance and expert accounting solutions to clients across the greater Chicago area and globally. Our approach combines deep industry expertise with a commitment to understanding each client's unique needs, ensuring tailored strategies for long-term success. With over four decades of experience, we specialize in tax management, financial planning, business valuations, and audit services, supported by a team of certified professionals dedicated to exceeding client expectations. Our mission centers on proactive financial viability through open communication, rigorous analysis, and innovative problem-solving. We prioritize accessibility and responsiveness, positioning ourselves as trusted advisors who grow alongside our clients.Our team's collective expertise spans corporate and individual tax planning, estate management, and business succession strategies, all executed with a focus on minimizing risk while maximizing returns. Recognized as one of Illinois' leading firms, we maintain rigorous adherence to ethical standards and continuous professional development. Client relationships form the foundation of our practice, reflected in decades-long partnerships and referrals from satisfied businesses. Our culture emphasizes collaboration, technical excellence, and a forward-thinking mindset to navigate evolving financial landscapes. This enduring commitment to quality and client-centric service has established us as a respected authority in accounting and financial advisory services.
Services
Tax Services
Financial Planning
Business Valuation
Audit Assurance
Payroll Services
Estate Planning
QuickBooks Consulting
Corporate Tax Preparation
Succession Planning
Financial Forecasts
Details
- Year established: 1978
Highlights and features
- We offer 40+ years of experience in accounting and financial advisory services
- Our team includes certified public accountants and specialized financial experts
- We provide personalized financial strategies tailored to individual client needs
- Our firm maintains active involvement in client business operations long-term
- We combine technical expertise with proactive risk management approaches
Associations and certifications
- QuickBooks ProAdvisor
What people say
AWESOME work
BEST in their field
Strong support and guidance
Same level of service
Part of our family
Services
Tax Services
Our comprehensive tax solutions cover corporate and individual needs, including estate planning, compliance, and strategic tax reduction strategies. We specialize in minimizing liabilities while ensuring regulatory compliance through year-round planning and expert preparation of federal, state, and local returns. Our team stays current with evolving tax laws to maximize client savings.
Financial Planning
We develop customized financial roadmaps addressing retirement, business succession, and personal wealth growth. Our approach combines investment advice with cash flow analysis to create sustainable strategies. We focus on long-term financial security through regular portfolio reviews and adaptive planning for changing life circumstances.
Business Valuation
Our valuation services determine accurate business worth for mergers, acquisitions, or succession planning. We analyze financial statements, market position, and intangible assets using industry-standard methodologies. This service helps owners make informed decisions about growth strategies, ownership transfers, and capital structure optimization.
Audit Assurance
We conduct thorough financial audits and reviews to ensure regulatory compliance and build stakeholder confidence. Our services include private entity audits, employee benefit plan examinations, and compilation services with varying assurance levels. We maintain independence while providing actionable insights for operational improvements.
QuickBooks Consulting
As Certified QuickBooks ProAdvisors, we offer implementation, customization, and training services for small business accounting systems. Our experts help clients optimize software usage for financial tracking, payroll management, and reporting. We provide ongoing support to ensure efficient digital financial operations and system upgrades.
People
Richard J. Augustine Sr.
President & Founder
With over 40 years in audit and tax, he founded R J Augustine & Associates and leads community initiatives. Former Schaumburg Business Association Chairman, he lectures extensively on accounting matters across Chicagoland.
Daniel Augustine
Vice President & Controller
Handling accounting and business valuations since 1995, he manages operations with expertise in taxation for small to mid-sized companies. His experience spans two decades of client advisory roles.
Theodore D. Derma
Audit Manager
Certified Public Accountant with 25+ years at RJA, managing audit engagements for diverse organizations. Member of multiple professional accounting societies, he specializes in audit and tax compliance for nonprofits and corporations.
Vivek Kapoor
Tax Manager
International tax expert with 30+ years' experience, holding CPA certification from DePaul University. Focuses on complex cross-border tax issues and strategic planning for multinational clients.
Johnathon Augustine
Tax Assistant
CPA candidate with growing expertise in tax preparation and compilation services. Combines technical accounting knowledge with community service initiatives, currently expanding his professional qualifications.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll processing, sales tax preparation, and accounting software implementation tailored to small business needs.
How do you handle complex tax planning for high-net-worth individuals?
Our specialists create customized strategies for estate planning, gift tax optimization, and wealth preservation using advanced tax code knowledge.
Can you assist with business succession planning?
Yes, we develop comprehensive succession strategies including ownership transition, tax implications, and continuity planning for smooth business transfers.
What sets your audit services apart from other firms?
Our audits combine regulatory compliance with actionable business insights, delivered by experienced CPAs who maintain strict independence and industry-specific expertise.
Do you offer QuickBooks support for existing clients?
As Certified ProAdvisors, we provide software customization, training, and troubleshooting to maximize your accounting system's efficiency.
How do you maintain client confidentiality?
We follow strict ethical guidelines and security protocols to protect all client information, adhering to professional accounting standards and data protection regulations.
