Business Details
Expert Accounting & Tax Services in Arlington Heights
Devery A J is a licensed accounting firm in Illinois dedicated to providing comprehensive financial services to individuals and businesses. With expertise in tax planning, retirement strategies, estate management, and QuickBooks solutions, we prioritize personalized guidance to help clients achieve financial independence. Our approach integrates tax, accounting, and investment planning to create tailored strategies that align with clients' goals.We emphasize transparency, accessibility, and long-term partnerships, offering free consultations to understand client needs and deliver customized solutions. Our commitment to excellence extends to elder care accounting, business advisory services, and IRS tax relief, ensuring clients receive holistic support for their financial futures.
Services
Personal Financial Planning
Retirement Planning
Wealth Management
Estate Planning
Elder Care Accounting
Small Business Accounting
Bookkeeping Services
Payroll Solutions
Tax Services
QuickBooks Support
Highlights and features
- We are licensed in IL and specialize in QuickBooks Services.
- Offer comprehensive tax and accounting solutions for individuals and businesses.
- Provide personalized financial planning for retirement and wealth management.
- Have a free consultation to determine service needs.
- Available for expert guidance via phone or email.
Services
Personal Financial Planning
We develop comprehensive strategies to help individuals achieve financial independence. Our services include risk assessment, retirement budgeting, tax integration, and investment reviews. We focus on aligning financial goals with long-term security, ensuring clients understand IRA distributions and social security impacts.
QuickBooks Services
Specializing in QuickBooks for small to mid-sized businesses, we offer setup, training, and troubleshooting. Our services streamline payroll and financial management, saving time for business owners. We provide expert support to optimize accounting efficiency.
Tax Services
Our tax services include individual and business filing, audit representation, and tax relief. We specialize in resolving IRS issues like liens, levies, and payment plans. We aim for accuracy and discretion while maximizing deductions and credits.
Estate Planning
We create plans to allocate assets and manage succession, including trusts and gift tax strategies. Our focus is on ensuring client wishes are honored while minimizing tax burdens. We review plans periodically to reflect changing family needs.
Elder Care Accounting
We assist seniors with budgeting, investment monitoring, and cash flow management. Our services protect against financial exploitation and ensure timely bill payments. We provide family updates while maintaining client independence.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, and financial planning tailored to small businesses.
How can you help with retirement planning?
We evaluate your financial situation, create retirement budgets, and optimize social security and IRA strategies.
Do you specialize in QuickBooks support?
Yes, we offer QuickBooks setup, training, and troubleshooting for small to mid-sized businesses.
What tax relief options are available?
We assist with IRS audits, payment plans, lien resolution, and back tax filings for individuals and businesses.
How do you support elder care financial needs?
We manage household budgets, monitor investments, and prevent fraud for aging seniors.
Can I schedule a free consultation?
Yes, we offer a free consultation to discuss your accounting, tax, or financial planning needs.
