Antos Advisors

Antos Advisors is a family-owned tax and accounting firm located at 500 W Palatine Road, Suite 102 in Wheeling, IL, serving Chicago and surrounding suburbs including the Northwest Suburbs and Southern Wisconsin. The business has been operating for three generations and specializes in providing tailored financial solutions to individuals, families, and organizations. Their team focuses on cultivating long-term relationships built on mutual trust and clear communication to help clients make informed financial decisions.

Jeffrey Antos, a CFP and CPA with over 30 years of experience, leads the firm and provides accounting and wealth management guidance to clients. He holds a Bachelor's Degree in Finance from Northern Illinois University and is a member of both the Illinois CPA Society and the AICPA. His approach emphasizes practical execution of financial plans supported by clear, actionable advice for clients in Vernon Hills and beyond.

The firm offers a comprehensive range of services including accounting, tax preparation and planning, business and estate planning, IRS and state audit representation, financial statement preparation, financial consulting, payroll services, and QuickBooks training. They also handle individual and corporate tax returns for entities like corporations, partnerships, trusts, estates, and not-for-profit organizations. Estate and trust tax preparation is specifically highlighted to help facilitate the orderly transfer of assets to beneficiaries.

Clients can reach the firm by calling (847) 537-8877 or by sending a message through their contact form on the website. The firm operates Monday through Friday from 9 a.m. to 5 p.m. and accepts inquiries from individuals, families, and private business clients across the Chicago area and Southern Wisconsin.

The firm's website explicitly states that they are committed to cultivating long-term relationships built on mutual trust. They emphasize streamlined workflows, clearer records, and a tailored approach to addressing each client's unique needs. Their philosophy centers on meaningful client relationships, open communication, and helping clients make informed decisions regarding their financial health.

Multiple reviewers on Trustburn praise the firm for providing clear and actionable advice that helps clients make better financial decisions. Users frequently mention that the team is highly professional, knowledgeable, and always goes above and beyond to ensure customer satisfaction. The firm is described as a game-changer for financial planning and simplifying complex concepts for clients.

The firm's team is described as highly responsive and supportive, with a deep understanding of the market that helps clients navigate complex financial situations. Reviewers note that the team is always prompt in responding to inquiries and tailors recommendations based on individual needs. The firm is recognized for its dedication to professionalism and personalized service.

The firm serves a wide range of clients including individuals, families, and private business clients. They specifically mention assisting with payroll tax returns for expanding workforces and helping businesses manage sales tax complexities in various vicinities. Their services are designed to address the unique needs of diverse client types, from estate planning to corporate tax preparation.

The firm utilizes computerized tax preparation and research software to prepare returns for a variety of entities. They also employ QuickBooks training as part of their service offerings. The use of these technologies supports their goal of delivering streamlined workflows and clearer records for their clients.

The firm's address is 500 W Palatine Road, Suite 102 in Wheeling, IL, which places them centrally within the Chicago metropolitan area. This location allows them to serve the Northwest Suburbs and Southern Wisconsin effectively. The firm's physical presence in Wheeling supports their claim of being a trusted local tax and accounting firm.

The firm's website mentions that they are committed to helping clients make informed decisions through clear and actionable advice. They also emphasize the importance of understanding each client's unique goals and changing financial circumstances. The firm's approach is designed to align with clients' objectives and evolving needs.

The firm's team is described as highly knowledgeable and professional, with a focus on providing personalized advice based on individual needs. Reviewers appreciate the firm's dedication to professionalism and its ability to simplify complex financial concepts. The team's responsiveness and supportive nature are consistently highlighted in positive feedback.

The official website of Antos Advisors is antosadvisors.com.