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O'Fallon
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O'Fallon
Showing 41 to 50 of 55 CPAs in O'Fallon, Illinois
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Jonathan R. Welzbacher
Certified Public Accountant
Verified Licensed
Location O'Fallon, Illinois 62269
Based in O'Fallon, Illinois, Jonathan R. Welzbacher provides comprehensive accounting services to family-owned enterprises and various business structures, including S-Corps, partnerships, and LLCs. With over a decade of experience, Welzbacher specializes in basic accounting services, tax compliance, and financial planning to help clients navigate complex financial situations. He also offers IRS representation, providing expert guidance and support to individuals and businesses facing tax-related issues.
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Melissa Rich
Certified Public Accountant
Verified Licensed
Location O'Fallon, Illinois 62269
Based in O'Fallon, Illinois, Melissa Rich serves clients in the region as a certified public accountant. With over 10 years of experience, her areas of specialization include basic accounting services, individual tax services, and tax compliance for small and medium-sized businesses, as well as family-owned enterprises. She provides specialized services such as retirement account tax reporting and IRS representation to help clients navigate complex tax situations.
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James Jones
Certified Public Accountant
Verified Licensed
Location O'Fallon, Illinois 62269
Located in O'Fallon, Illinois, James Jones provides expert accounting solutions to clients in the St. Louis area. With over 15 years of experience in tax planning and consulting, bookkeeping, and financial statement compilation, he offers specialized services in basic accounting, individual tax, and financial planning. His expertise extends to family-owned enterprises and individuals and families, helping them navigate complex financial matters and achieve long-term goals through tailored financial planning.
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Tina Daniels
Certified Public Accountant
Verified Licensed
Location O'Fallon, Illinois 62269
Tina Daniels is a certified public accountant (CPA) based in O'Fallon, Illinois. With over 12 years of experience in accounting and tax preparation, she specializes in providing basic accounting services, financial planning, and business tax services to a diverse range of clients. She offers individual and business tax return preparation services, as well as sales tax compliance advice to businesses operating in the state of Illinois.
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Patricia Thoman
Certified Public Accountant
Verified Licensed
Location O'Fallon, Illinois 62269
Patricia Thoman, a seasoned public accountant, brings 14 years of expertise in financial management to clients in O'Fallon, Illinois. Her services encompass tax planning and consulting, as well as retirement account tax reporting, helping individuals and family-owned businesses navigate complex tax laws. With a specialization in individual tax services and tax compliance, Patricia provides accurate and timely tax returns for corporations, partnerships, and S-corp entities. Her experience in various business structures and tax planning strategies allows her to deliver effective accounting solutions to her diverse clientele.
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Carl H. Lurk
Certified Public Accountant
Verified Licensed
Location O'Fallon, Illinois 62269
Carl H. Lurk is a certified public accountant based in O'Fallon, Illinois, with over 15 years of experience in providing accounting and financial guidance to clients. He offers general accounting and advisory services, including assistance with financial planning, budgeting, and financial reporting, as well as individual and business tax return preparation. Carl specializes in basic accounting services, focusing on small business accounting and ensuring compliance with tax regulations.
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Kerri Castelli
Certified Public Accountant
Verified Licensed
Location O'Fallon, Illinois 62269
Kerri Castelli, a certified public accountant based in O'Fallon, Illinois, brings over 15 years of experience in providing accounting and tax services to various business structures. She specializes in basic accounting services, financial planning, and individual tax services, offering expertise in helping entrepreneurs and startups navigate complex financial situations. Her unique service, providing financial planning for business owners to achieve long-term financial goals, complements her tax preparation and general accounting services.
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Jason R. Finke
Certified Public Accountant
Verified Licensed
Location O'Fallon, Illinois 62269
Jason R. Finke is a licensed Certified Public Accountant (CPA) residing in O'Fallon, Illinois, with over 15 years of experience in providing accounting and tax services. His areas of specialization include basic accounting services, tax compliance, and small business accounting, catering to the needs of family-owned enterprises and small to medium-sized businesses. As a seasoned accountant, Finke offers expert bookkeeping and financial statement compilation, as well as tax planning and consulting services, helping his clients achieve financial stability and growth.
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Edward Seipp
Certified Public Accountant
Verified Licensed
Location O'Fallon, Illinois 62269
Edward Seipp is a certified public accountant based in O'Fallon, Illinois, with over 10 years of experience providing accounting and tax services to family-owned enterprises and entrepreneurs. His areas of specialization include basic accounting services, individual tax services, and financial planning, which cater to the unique needs of small business owners and individuals. Notably, Mr. Seipp assists clients with sales tax compliance, ensuring their businesses are in accordance with Illinois state regulations. He offers bookkeeping and financial statement compilation services, helping his clients maintain accurate financial records and make informed business decisions.
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Barbara Duncan
Certified Public Accountant
Verified Licensed
Location O'Fallon, Illinois 62269
Located in O'Fallon, Illinois, Barbara Duncan is a certified public accountant with over 15 years of experience serving various business structures, including S-Corps, partnerships, and LLCs. Her expertise encompasses individual and business tax return preparation, as well as general accounting and advisory services, catering to the needs of entrepreneurs and startups. She also specializes in basic accounting services, individual tax services, and financial planning, providing clients with comprehensive support for their financial goals.

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.