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Why did you decide to open up South Loop CPA in the neighborhood?
I have lived in the South Loop for the past 4 years and over this time I have noticed a significant growth in the number of residents and new businesses in the area. I spotted this as an opportunity to contribute to the development of the neighborhood by providing an accounting and tax service to new residents and businesses.
Why should people come to South Loop CPA instead of a different accounting firm?The concept of South Loop CPA is to provide our clients with a personalized accounting and tax service coupled with a process that makes accounting and tax easy for them. We sit down with each of our clients to get to know them, understand their needs and their future goals; and we tailor solutions to meet their needs.
Explain why you created the "Receipt Manager" and why readers should be interested?
I have always seen people being disappointed with the tax refund they receive or taxes they owe when they file their tax return. These people don’t realize that they need to plan during the tax year to minimize their tax liability when it comes to filing their tax return.
To meet the needs of these disappointed people, we sit down with each client and develop a customized tax plan so that they are aware of the potential tax deductible expenses and the potential impact on their tax liability. Once we establish a customized tax plan for our clients, we set them up on our “Receipt Manager”. This program helps them to easily and efficiently record and maintain a copy of potential tax deductible receipts. The “Receipt Manager” allows our clients to take a photo of a receipt using their smart phone and email it to a personalized database that will automatically save and file it for them instantaneously. The client does not have to worry about maintaining records using individual receipts, running the risk of forgetting to deduct costs incurred as they failed to save the receipt. It is important for people to maintain records and proof of expenses to confidently deduct expenses on their tax return.
What type of services do you offer?
We offer a wide range of services which include bookkeeping, payroll, company formation, tax preparation and tax advisory services to both business and individual clients. In all of our service lines we aim to make the process easy for our customers and strive to add value for them in the process.
What is your experience?
I am a graduate of the London School of Economics, where I studied Accounting and Finance and have a Masters in Accounting from the University of Notre Dame. I am a licensed Certified Public Accountant, Certified Fraud Examiner and Certified Anti-Money Laundering Specialist. I have extensive experience in a Big 4 accounting firm, middle market accounting firm, a small accounting firm and a top investment consulting firm. This has provided me with a wide and varying experience in working with different sized clients and assisting them with their various accounting and tax issues.
When is the best time to setup a consultation?
We recommend that individuals contact us at the beginning of the calendar year so we can start planning early in the year and maximize the advantage of any potential tax deductions. We have flexible hours and work around the customer’s schedule including meetings in the evenings or weekends if the customer prefers.
Are consultations free or do they cost anything?
We provide a complimentary initial consultation where we get to know the customer and understand their needs and show how we can add value for them. There is no obligation and we would recommend the customer give us a call for a chat about how we can help at the very least. What do you have to lose! You can contact us at 312-846-1110 or you can visit our website at www.southloopcpa.com