Just saved client $50,000 in taxes after reviewing. Really matters whom you select for your taxes!
2000 W Galena, Suite 301
Aurora IL 60506
over 30 years experience listening to clients and helping solve their tax and financial issues. I work with both individuals and small businesses. Also have a specialty in estates and trusts.
q & a
What characteristics do your favorite clients share?
Honesty and a respect for the work that I perform for them. Many of my clients are very successful or have complicated financial situations.
Why should a client hire you?
Trust and knowledge to handle a client's overall financial goals. I have over 30 years of diverse financial experience.
Describe a time where you went beyond expectations when working with a client.
A recent client presented a return with $75000 due. After review and research, I found an omission by previous CPA resulting in over $50,000 savings.
What single project or task would you consider your most significant accomplishment in your career to date?
Management of a diverse client base for a variety of financial services. Services range from tax preparation to managing assets for client goals.
University of Illinois
Master of Accounting
Roger Anderson, CPA, CFP
04/1989 - present
AICPA, ILCPA Society
Member since 1978
Honors & Awards
Sells Award, National CPA exam honorable mention
Roger O Anderson,CPA,CFP
We plan, prepare and review your taxes and finances!
Experienced, trusted adviser to individuals and small businesses including farms, physicians, real estate and security investors. Also advise on retirement planning strategies and funding.
hours of operation
|Monday||07:30 AM - 05:00 PM|
|Tuesday||07:30 AM - 05:00 PM|
|Wednesday||07:30 AM - 05:00 PM|
|Thursday||07:30 AM - 05:00 PM|
|Friday||07:30 AM - 05:00 PM|
|Saturday||08:00 AM - 02:00 PM|