Provider

Roger Anderson

schedule a free consultation

Just saved client $50,000 in taxes after reviewing. Really matters whom you select for your taxes!

credentials

contact

+1(630) 844-3300
roa.cpa@sbcglobal.net

2000 W Galena, Suite 301

Aurora IL 60506

bio

Provider

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.

education

University of Illinois

Master of Accounting

1978

experience

Roger Anderson, CPA, CFP

Owner
Aurora, IL

04/1989 - present

associations

AICPA, ILCPA Society

Member since 1978

Honors & Awards

Sells Award, National CPA exam honorable mention

1977

business info

Roger O Anderson,CPA,CFP

We plan, prepare and review your taxes and finances!

Established 1989

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

Sunday closed
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

travel

I travel to my clients
My clients travel to me
I meet with clients over the phone or internet

services

Tax Services

Individual & joint tax preparation
Partnership or corporation tax preparation

Accounting Services

Preparation of financial statements
Payroll processing services

Financial Services

Stocks or bond investments
Tax & estate planning
Retirement planning
Annuities
Insurance investments

fee structure

Hourly fees
Fee-based investments
Commission-based investments

Typical Client Assets

Up to $100K
$100K to 500K
$500K or over


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