Emmett Financial Services | Lake Forest, IL

Total Hires: 12 times
Service Area: Lake Forest, IL
Team Size: 3 employees
Business Duration: 40 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Check
Zelle

Services Offered

Accounting needs

Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements

Entity type

Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Non-profit

Industry

Sales & marketing
Healthcare
Technology / IT
Manufacturing
Financial services
Education
Retail / consumer goods
Real estate
Construction
Non-profit
Other

Annual income

Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
$5M - $10M
Greater than $10M

Accounting software

QuickBooks
Quicken
TurboTax
Xero
NolaPro
Sage

Work location

My customers travel to me
I travel to my customers

About

Very rare to find the following qualifications and experience in a tax preparer:

CPA, Attorney, CFP, CLU, ChFC with over 35 years of tax and accounting experience. We have seen it all and done it all, including negotiating with the IRS, Tax Court and Appeals, and tens of thousands of returns over the years- Individual, Corporate, Partnership, Trusts, and Estates.

As an Attorney, specialize in Real Estate Closings and Wills, Trusts, and Estate Planning. Over 35 years of experience!

The people are the "faces" behind all the numbers and frankly the numbers mean nothing to mean without the "faces". We have clients from all over the country who continue to use our services when they move from Illinois. That is what I LOVE about my work- the people and the "faces" I am helping!

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Bob Lee
- Completed on 7/27/2023

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