Business Details
Your Trusted Partner for Accounting and Tax Solutions
Founded with a commitment to delivering precise and reliable financial solutions, Mandell Advisory Group has established itself as a trusted partner for individuals and businesses seeking expert accounting, tax planning, and advisory services. Our team of certified professionals brings decades of combined experience in navigating complex tax regulations, optimizing financial strategies, and providing personalized guidance tailored to each client's unique needs. Specializing in areas such as estate planning, QuickBooks support, and IRS representation, we prioritize transparency, ethical practices, and client education to ensure long-term financial success.With a focus on building lasting relationships, we serve clients across Northbrook, Illinois, and beyond, offering a comprehensive suite of services designed to simplify financial management and foster growth. Our dedication to excellence is reflected in our continuous pursuit of industry knowledge, adherence to professional standards, and unwavering support for our clients' financial well-being.
Services
Tax Preparation
Estate Planning
QuickBooks Services
IRS Representation
Small Business Accounting
Financial Planning
Payroll Services
Audit Support
Tax Problem Resolution
Elder Care Services
Highlights and features
- We offer over 20 years of experience in accounting and tax planning.
- Our team includes certified CPAs with specialized expertise in real estate and international tax matters.
- We provide personalized financial solutions tailored to individual client needs.
- Our services cover a comprehensive range including IRS representation and estate planning.
- Dedicated to client education and transparent communication throughout the process.
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of individual and business tax returns. We specialize in minimizing liabilities through strategic deductions and credits while maintaining compliance with federal and state regulations. Clients receive detailed explanations of their returns and proactive advice for future tax planning.
Estate Planning
We provide comprehensive estate planning solutions to protect assets and facilitate smooth wealth transfer. Services include wills, trusts, probate avoidance strategies, and tax-efficient inheritance plans tailored to clients' family dynamics and long-term goals.
QuickBooks Services
Our QuickBooks expertise covers setup, training, and ongoing support for small businesses. We optimize software configurations for accurate financial tracking, streamline bookkeeping processes, and provide troubleshooting assistance to ensure efficient accounting operations.
IRS Representation
We advocate for clients facing IRS audits, collections, or tax debt issues. Our services include negotiating payment plans, resolving liens and levies, and developing strategies to address back taxes while protecting clients' financial interests throughout the process.
Small Business Accounting
We offer full-cycle accounting services for small businesses, including bank reconciliations, financial statement preparation, and general ledger maintenance. Our solutions provide business owners with clear financial insights and time savings to focus on operational growth.
People
Mark R. Mandell
Founder, CPA, MST
Mark Mandell specializes in tax strategy for real estate and international transactions. With prior leadership roles at RSM McGladrey and teaching experience at DePaul University, he brings extensive expertise in complex tax planning and business consulting.
Andrew Hahm
Co-Founder, CPA, MST
Andrew Hahm offers 20+ years of experience in business taxation and QuickBooks solutions. His background includes audit and tax roles at national firms, with specialized focus on real estate transactions and entity structuring for diverse industries.
Richard Goodman
CPA, JD
Richard Goodman combines accounting and legal expertise to address complex tax compliance issues. He specializes in multi-jurisdictional tax matters and provides strategic guidance for businesses navigating regulatory requirements.
Judi Quedenfeld
CPA
Judi Quedenfeld delivers comprehensive accounting services with a focus on client education. She assists businesses in maintaining accurate financial records and implementing effective tax strategies aligned with their operational goals.
Yujin Gaydosh
CPA
Yujin Gaydosh specializes in individual and corporate tax compliance. She provides detailed tax return preparation and planning services, emphasizing accuracy and optimization of available deductions for clients.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including bank reconciliations, financial statements, general ledger maintenance, and QuickBooks support tailored to small business needs.
How can you help with IRS tax problems?
We resolve IRS audits, payment plans, liens, and levies while developing strategies to address back taxes and minimize financial impact on clients.
Do you provide estate planning services?
Yes, we create customized estate plans including wills, trusts, and probate avoidance strategies to protect assets and ensure smooth wealth transfer.
What tax planning services are available?
We offer strategic tax planning for individuals and businesses, focusing on deductions, credits, and entity structuring to optimize tax efficiency.
Can you assist with QuickBooks setup and training?
Yes, we provide QuickBooks setup, customized training, and ongoing support to ensure accurate financial tracking and efficient accounting processes.
Are your services available for individuals?
We offer personalized financial planning, tax preparation, and elder care services to help individuals manage their financial health at every life stage.
