Business Details
Trusted Tax and Accounting Services in Glenview, IL
As the founder of Steven Spector LLC, I lead an independent boutique tax and accounting firm dedicated to serving individuals, families, and entities. Our practice is built on the principle of being a sole advocate for clients, delivering advice and solutions aligned with their best interests. Clients choose us for our expertise in accounting, tax strategy, financial planning, and business administration, and they remain with us due to our personalized service, integrity, and unwavering commitment. Our senior team brings decades of experience in wealth management, estate planning, and tax optimization, serving high-net-worth families through cost-efficient family office services.We coordinate seamlessly with investment managers, attorneys, and insurance brokers to minimize taxes, preserve estates, and implement multi-generational strategies. Our consolidated financial reporting, investment consulting, and bill payment services provide clarity in complex tax environments. With a foundation in both law and accounting, including prior roles at Arthur Andersen and a family office managing billions, we combine legal and financial expertise to resolve IRS disputes and deliver tailored solutions. Our mission is to protect client wealth through personalized service, ethical standards, and a deep understanding of evolving tax regulations.
Services
Tax Services
Accounting Services
Estate Planning
Financial Reporting
Legal Services
Elder Planning
Business Planning
Highlights and features
- We offer over 36 years of combined legal and accounting expertise in tax and estate planning.
- Our personalized family office services provide high-level support at efficient costs.
- We coordinate with your existing financial, legal, and insurance professionals for seamless solutions.
- Our team minimizes taxes and preserves estates through proven multi-generational strategies.
- We combine boutique service with the technical rigor of former Big Four and family office experience.
Associations and certifications
- Supreme Court of Illinois
- Iowa Supreme Court
- State of Illinois CPA
Services
Tax Services
We prepare federal and state tax returns for individuals, trusts, estates, and corporations while providing year-round tax research and planning. Our specialists identify tax-saving opportunities and represent clients during IRS audits, leveraging legal and accounting expertise to resolve disputes and abate penalties. With a focus on high-net-worth clients, we ensure compliance while optimizing tax strategies in evolving regulatory environments.
Estate Planning
Our estate planning services include developing strategies for tax-efficient wealth transfer, multi-generational preservation, and trust administration. We coordinate with attorneys and financial advisors to create customized plans that minimize estate taxes, protect assets, and ensure seamless execution. Clients benefit from our deep experience in complex estate structures and intergenerational wealth management.
Financial Reporting
We provide consolidated financial reporting that aggregates assets, partnerships, and trusts into comprehensive reports. Clients receive customizable monthly, quarterly, or annual summaries to track performance, transactions, and balances. This service offers clarity for decision-making and integrates with tax and estate planning needs for individuals and families managing substantial wealth.
Family Office Services
We deliver cost-efficient family office solutions for high-net-worth families, including bill payment, bookkeeping, and administrative support. Our services streamline financial operations, ensure deadline compliance, and facilitate tax and estate planning. By centralizing financial management, we reduce complexity while maintaining personalized attention to each family's unique needs.
Legal Services
We provide legal counsel on entity formation, wills, trusts, estate administration, and real estate closings. Our attorneys collaborate with accounting specialists to resolve tax disputes and ensure compliance with evolving regulations. Clients benefit from integrated legal and financial strategies that protect assets, reduce liabilities, and align with long-term wealth goals.
People
Steven D. Spector
Owner/Principal
Steven Spector is a licensed attorney and CPA with over 36 years of experience in tax planning, estate preservation, and family office services. He previously served as Vice President of Taxes for a multibillion-dollar family office and worked at Arthur Andersen. He holds a B.S. in accounting from the University of Illinois and a J.D. from the University of Iowa.
Questions
What services does Steven Spector LLC offer?
We specialize in tax planning, estate preservation, financial reporting, family office services, and legal counsel for wealth management.
Do you work with high-net-worth individuals?
Yes, we provide tailored solutions for families and individuals managing complex financial and estate needs.
Can you assist with IRS audit representation?
Our team has extensive experience resolving IRS disputes and abating penalties for clients.
What areas do you serve?
We primarily serve clients in Cook, Lake, and DuPage Counties, Illinois.
