Business Details
27 Years
experience
Your Trusted Partner for Accounting and Tax Solutions in Westmont, IL
Celebrating 25 years of excellence in financial services, we are a full-service Certified Public Accounting firm dedicated to improving our clients' financial health through personalized solutions. Our team of experienced professionals holds the highest industry credentials, including CPA certifications and IRS Enrolled Agent designations. We combine deep technical expertise with a client-centric approach to deliver practical financial strategies for individuals and businesses. Our services span tax preparation, audit representation, financial planning, and business consulting, supported by advanced accounting technologies.We maintain strict compliance with ethical standards and professional development requirements to ensure our clients receive the most current and effective guidance. With two convenient locations in Westmont and Chicago, we serve a diverse client base with the same commitment to quality and integrity established at our founding in 2000.
Services
Tax Preparation
IRS Audit Representation
Financial Planning
Small Business Accounting
Tax Problem Resolution
QuickBooks Services
Payroll Processing
Estate Planning
Cryptocurrency Accounting
Credit Counseling
Details
- Year established: 1999
Highlights and features
- 25 years of proven expertise in tax and accounting services
- Team of CPA-certified professionals with IRS representation privileges
- Personalized financial strategies tailored to individual client needs
- Advanced QuickBooks-certified accounting solutions for businesses
- Comprehensive support for complex tax resolution cases
Associations and certifications
- Certified Public Accountants (CPA)
- IRS Enrolled Agents
- AICPA
- ICPAS
What people say
Expert tax problem resolution
Knowledgeable CPAs
Personalized financial planning
QuickBooks specialists
IRS audit support
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate and optimized returns for individuals and businesses. We utilize advanced software to identify deductions and credits while maintaining compliance with current tax codes. Our team provides year-round support for tax-related inquiries and offers strategic filing options to minimize liabilities.
IRS Audit Representation
We provide expert representation during IRS audits, handling all communications and documentation requirements. Our CPAs negotiate with tax authorities to resolve discrepancies while protecting client interests. This service includes audit defense strategies and implementation of corrective measures to prevent future issues.
Small Business Accounting
Full-service accounting solutions for small businesses include monthly reconciliations, financial statements, and general ledger maintenance. We offer customizable packages integrating payroll processing and tax planning. Our QuickBooks-certified professionals ensure accurate financial reporting and compliance with regulatory requirements.
Financial Planning
Personalized financial planning services cover retirement strategies, college funding, estate planning, and investment optimization. We develop comprehensive roadmaps tailored to individual goals while addressing risk management and tax-efficient wealth transfer solutions for long-term financial security.
Tax Problem Resolution
Specialized solutions for tax debt issues include offer-in-compromise negotiations, payment plans, and penalty abatement. We assist with payroll tax problems, lien/levy releases, and innocent spouse relief while developing sustainable resolution strategies that address both immediate and long-term compliance needs.
People
Roger R Roman
Founder & CPA
25+ years accounting experience, former corporate accountant, CPA since 2001, specializes in tax solutions and business consulting. Air Force veteran with commendation medal.
Desire Roman
Enrolled Agent
IRS-certified tax specialist with 20+ years experience, PTIN holder since 2015, Notary Public trainer, focuses on maximizing client refunds and tax compliance.
Emmanuel Montez
Partner/Manager
22+ years accounting experience, former CFO, QuickBooks expert, manages Chicago operations. Established Montez & Associates with 200+ individual clients and 30+ businesses.
Questions
What tax services do you offer for individuals?
We provide complete tax preparation, audit representation, and tax problem resolution services including IRS debt negotiation and penalty abatement for individuals.
Do you handle business tax filings and accounting?
Yes, we offer corporate tax preparation, payroll processing, financial statement preparation, and QuickBooks support for small to mid-sized businesses.
Can you help with IRS audit situations?
Our CPAs provide full audit representation, handling all IRS communications and documentation requirements to protect your interests during the audit process.
What financial planning services are available?
We offer retirement planning, college funding strategies, estate planning, and investment optimization services tailored to individual financial goals and risk tolerance levels.
Are you available for urgent tax issues?
While we don't offer 24/7 emergency service, we prioritize tax crisis situations and typically provide same-day consultation for IRS enforcement actions.
