Provider

John Ro

schedule a free consultation

I'd be glad to help you with your tax issues. I hope we can have a lasting working relationship.

credentials

contact

+1(312) 401-7218
jr@taxprojohnro.com

401 N Michigan Ave

Suite 1200

Chicago IL 60611

bio

Provider

As an Enrolled Agent, I am licensed to represent clients before all levels of the IRS and to prepare tax returns in all 50 states. As a licensed Investment Advisor, I can help you build your wealth.

q & a

What characteristics do your favorite clients share?

My favorite clients have their documents organized and ready for our meetings or available as PDF files to upload to Dropbox.

Why should a client hire you?

I am thorough and detail-oriented, so I try my best to find all the necessary expenses for your tax returns.

Describe a time where you went beyond expectations when working with a client.

I discover quite often that clients are missing key expenses and inform them of these added benefits to their tax results.

What single project or task would you consider your most significant accomplishment in your career to date?

I often have clients who need 4-5 years of tax returns to be prepared. One time I helped a client with 8 years of tax returns.

education

UCLA

Bachelor of Economics/Accounting

1995

experience

John Ro EA LLC

Enrolled Agent
Chicago, IL

01/2011 - present

Vigil Capital Group LLC

Investment Advisor
Chicago, IL

07/2013 - present

associations

National Association of Enrolled Agents

Member since 2011

IL Society of Certified Public Accountants

Member since 2011

exams

Series 7

2013

Series 66

2013

business info

John Ro EA LLC

We do our best to get it right the first time

www.taxprojohnro.com

Established 2011

hours of operation

Sunday closed
Monday 08:30 AM - 18:00 AM
Tuesday 08:30 AM - 18:00 AM
Wednesday 08:30 AM - 18:00 AM
Thursday 08:30 AM - 18:00 AM
Friday 08:30 AM - 18:00 AM
Saturday 09:00 AM - 13:00 AM

travel

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
Individual & joint filing audit defense
Partnership or corporation audit defense

Accounting Services

Preparation of financial statements
Bookkeeping services
Payroll processing services

Financial Services

Stocks or bond investments
Tax & estate planning
Retirement planning

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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