Business Details
20 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in Geneva, IL
Loberg & Associates is a Geneva, Illinois-based public accounting firm with an experienced team of dedicated CPAs and staff focused on helping clients navigate the ever-changing tax and accounting world. Our roots run deep within the local community, and our commitment extends beyond balance sheetswe are your financial allies and neighbors, fervently contributing to local well-being through community initiatives and organizations. Founded in 2006, our firm blends large-firm expertise with the personalized service of a smaller firm, ensuring tailored solutions for individuals and businesses. Our team of Certified Public Accountants stays current with the latest tax laws, accounting standards, and financial strategies to provide accurate, reliable guidance.We prioritize integrity, professionalism, and client satisfaction, empowering clients through expert tax guidance and personalized financial strategies. With over 45 years of combined experience in diverse industries, we deliver results that exceed expectations. Our promise is simple: dedicated expertise, personalized service, and unwavering commitment to your financial success. We handle the complexities so you can focus on what you do best, building a brighter future for your business and community.
Services
Business Tax
Individual Tax
Trust & Estate Tax
Reviews & Compilations
Tax Resolution
Details
- Year established: 2006
Highlights and features
- We are a team of Certified Public Accountants with decades of combined experience.
- Our services combine large-firm expertise with personalized, client-focused attention.
- We stay current with evolving tax laws and accounting standards for accurate guidance.
- Our team prioritizes integrity, professionalism, and client satisfaction above all.
- We actively contribute to the local community through initiatives and partnerships.
What people say
Love them
Michelle is great
Highly recommend
Services
Business Tax
Our Business Tax services provide tailored solutions for corporations, partnerships, and sole proprietors. We handle tax planning, compliance, and strategy to optimize financial outcomes. Clients benefit from our expertise in industry-specific regulations and proactive approach to minimizing liabilities.
Individual Tax
We offer comprehensive Individual Tax preparation and planning for high-net-worth individuals and everyday taxpayers. Our team ensures accurate filings while identifying deductions and credits to maximize refunds. Clients receive year-round guidance for optimal tax efficiency.
Tax Resolution
Tax Resolution services assist clients facing audits, back taxes, or IRS disputes. Our CPAs negotiate payment plans, offers in compromise, and penalty abatements. We provide expert representation to resolve complex tax issues with minimal stress for clients.
Reviews & Compilations
We prepare compiled financial statements and perform review engagements to meet regulatory and lending requirements. Our services ensure transparency and accuracy for businesses seeking loans or stakeholder reporting, with a focus on clear, compliant documentation.
Trust & Estate Tax
Trust & Estate Tax services include fiduciary tax return preparation and estate tax planning. We guide executors and trustees through complex reporting requirements while minimizing tax burdens. Clients receive strategic advice for intergenerational wealth transfer.
People
Gregory Loberg
CPA
Gregory Loberg founded the firm in 2006 after 17+ years at large accounting firms. He specializes in tax and consulting services for businesses and individuals, emphasizing personalized guidance. Greg graduated from Indiana University with degrees in Finance and Accounting.
David Wells
CPA
David Wells brings 16+ years of CPA experience, focusing on tailored tax solutions for diverse industries. He graduated from Illinois Wesleyan University and prioritizes clear communication to simplify complex accounting matters for clients.
Rich Brummet
CPA
Rich Brummet offers 20 years of CPA experience, specializing in small business and individual tax planning. He joined Loberg in 2023 after leading his own firm, emphasizing strategic, client-focused relationships built on trust and expertise.
Michelle Tams
Office Manager
Michelle Tams serves as Office Manager and Notary with 13 years of service at Loberg. She ensures seamless client interactions and operational support, leveraging her Data Science Certificate to enhance administrative efficiency and client satisfaction.
Steve King
Controller
Steve King oversees accounting functions with over 45 years of experience in retail, real estate, and small businesses. He graduated from North Central College and focuses on technology-driven solutions to improve client service delivery.
Questions
What accounting services do you offer for small businesses?
We provide business tax planning, financial reporting, and compliance services tailored to small businesses, ensuring regulatory adherence and strategic financial guidance.
Do you handle individual tax preparation?
Yes, we offer personalized individual tax preparation and year-round planning to maximize refunds and minimize liabilities for all income levels.
Can you assist with IRS tax resolution?
Our tax resolution experts negotiate IRS disputes, payment plans, and penalty abatements to resolve back taxes and audit issues efficiently.
Are you available for estate tax planning?
We specialize in trust and estate tax services, including fiduciary returns and intergenerational wealth transfer strategies to minimize tax burdens.
How do I schedule a consultation?
Contact us via phone or email to schedule an initial consultation with our CPAs for personalized accounting and tax advice.
