Filter Results
Mount Zion
Filter Results
Mount Zion
Showing 11 to 16 of 16 CPAs in Mount Zion, Illinois
R
Robert Swartz
Certified Public Accountant
Verified Licensed
Location Mount Zion, Illinois 62549
Based in Mount Zion, Illinois, Robert Swartz is a licensed Certified Public Accountant (CPA) with extensive experience in tax preparation and financial services. With over [number of years] years of expertise, he specializes in providing basic accounting services, individual tax services, and business tax services to a diverse range of clients, including individuals, families, and various business structures such as S-Corps, partnerships, and LLCs. His expertise includes sales tax compliance and tax return preparation for both individuals and businesses, ensuring accurate and timely submissions to the relevant authorities.
E
Erin Doolin
Certified Public Accountant
Verified Licensed
Location Mount Zion, Illinois 62549
Erin Doolin, a certified public accountant, has been serving the accounting needs of entrepreneurs and startups, as well as small and medium-sized businesses, in Mount Zion, Illinois, for over a decade. Her expertise includes providing individual and business tax return preparation, as well as ensuring sales tax compliance for clients. Doolin's specializations include basic accounting services, business tax services, and individual tax services, making her a valuable resource for a wide range of clients.
BJ
Barbara J. Borders
Certified Public Accountant
Verified Licensed
Location Mount Zion, Illinois 62549
Based in Mount Zion, Illinois, Barbara J. Borders is a seasoned certified public accountant (CPA) dedicated to providing expert financial guidance to entrepreneurs and small to medium-sized businesses. With over 15 years of experience, Barbara specializes in essential accounting services, including financial planning and tax compliance, to help her clients navigate complex financial situations. Her expertise spans individual and business tax return preparation, as well as comprehensive tax planning and consulting services tailored to meet the unique needs of each client.
WK
Wayne K. Lively
Certified Public Accountant
Verified Licensed
Location Mount Zion, Illinois 62549
Based in Mount Zion, Illinois, Wayne K. Lively is a certified public accountant with nearly 20 years of experience providing a range of financial services. His areas of specialization include basic accounting services, tax compliance, and financial planning, serving the diverse needs of individuals and families as well as various business structures such as S-Corps, partnerships, and LLCs. Notably, Lively offers comprehensive retirement account tax reporting services to ensure clients meet their tax obligations and take full advantage of available benefits.
SK
Shari K. Graves
Certified Public Accountant
Verified Licensed
Location Mount Zion, Illinois 62549
Based in Mount Zion, Illinois, Shari K. Graves is a certified public accountant with over 15 years of experience providing expert accounting and advisory services to individuals and families, as well as entrepreneurs and startups. Her specialization in basic accounting services, financial planning, and individual tax services enables her to offer tailored solutions to clients with diverse financial needs and goals. Shari's expertise extends to sales tax compliance, ensuring businesses remain compliant with regulations and avoid potential liabilities. As a seasoned professional with a deep understanding of tax laws and regulations, Shari K. Graves provides valuable insights and guidance to help clients make informed financial decisions.
VL
Vickie L. Miller
Certified Public Accountant
Verified Licensed
Location Mount Zion, Illinois 62549
Based in Mount Zion, Illinois, Vickie L. Miller provides accounting services to individuals and families, entrepreneurs, and small business owners. With over 15 years of experience, her practice focuses on basic accounting services, individual tax services, and business tax services. Miller specializes in payroll processing and compliance, and also assists with retirement account tax reporting, ensuring accurate and timely submissions to relevant authorities.

Illinois's substantial CPA market serves a diverse economy centered on Chicago's global financial and corporate hub. The Illinois Board of Examiners requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 4 hours of professional ethics and 15 hours annually in technical subjects.

Key Tax Considerations: Illinois has a flat 4.95% individual and corporate income tax, but high property taxes and complex local tax structures create planning opportunities. CPAs commonly handle multi-jurisdictional taxation (especially for Chicago businesses), sales and use tax compliance, property tax appeals, and helping high-income residents evaluate relocation to neighboring states with lower taxes. Recent tax law changes require practitioners to stay current on evolving requirements.

Industry Specializations: Financial services and commodities trading, manufacturing and industrial production, transportation and logistics (major rail and shipping hub), healthcare systems, technology, food processing, and professional services are primary focus areas. Chicago CPAs often specialize in derivatives and options trading taxation, municipal finance, and serving Fortune 500 corporate headquarters.

For CPA Professionals: The Illinois CPA Society provides extensive resources, particularly in the Chicago area. Chicago offers big-city opportunities with all major national firms present, while suburban and downstate markets (Springfield, Peoria, Rockford) provide alternatives with lower cost of living. The state faces fiscal challenges and out-migration of high earners, but Chicago's position as a global business center maintains strong demand for sophisticated accounting services.