Frank Haas has done accounting for my small nonprofit for many years. His work is impeccable! He…read morealso takes the time to explain things to me, so I am always learning from him. He's a joy to work with. I recommend him completely.

From the owner: Maintaining accurate financial data is often a challenge for small business owners. If you need…read moreassistance managing your accounting, bookkeeping, and taxes, turn to Frank Haas & Associates, Ltd., a Deerfield, IL CPA firm. As your financial advisor, we expand our focus beyond your everyday needs to deliver short-term and long-term accounting solutions that save time and preserve resources. Our smart, analytical insights will make sense of your finances, lower your tax exposure, and increase profits so your business can grow. We'll provide a steady supply of reliable financial advice and direction along with a number of essential accounting services including bookkeeping, cash flow analysis, and tax planning. And if you're starting a new business, we can help you identify which entity has the most tax advantages. We'll also show you how to setup accounting processes that will allow you to precisely track your financial data and make filing your taxes at the end of the year easy. For ind

Taxbiz Consulting was a pleasure to work with! This was my first year having to file taxes as an…read moreLLC and I felt completely lost before contacting Dimpy. I was so worried about how complicated it would be to compile the proper data. Dimpy made the process very easy to understand and was very clear on what documentation was needed. She made wonderful recommendations and provided trustworthy advice. We are happy to have Dimpy as our tax partner, and would recommend this business to anyone.

Finding a good accountant is a bit like finding a good auto mechanic. Most people don't know…read moreenough about cars and taxes so you want someone that you can trust. I've known Dimpy for many years and she is an amazing trustworthy accountant. She is very thorough and intelligent to make sure everything is done accurately. She listens very well and can quickly figure out different situations and figure out the best way to proceed. She also is very professional. I would refer her to any one looking for an consultant.

Jeffrey has been my accountant for the last ten years. Through the opening and closing of an LLC…read moreand an S-Corp, along with a divorce, Jeffrey has been a trusted advisor and has given me complete peace of mind where my finances are concerned. I have had other accountants over the years, but none as diligent, meticulous, or knowledgable. But most importantly, Jeffery has the kindheartedness and compassion for others that is rare in people, and especially unique in an accountant.

Jeff is easy going and detail oriented. Always a total pleasure to work with.read more

We contacted the Ameriprise Ohel-Duncan Group in late September of 2014 to develop a financial plan…read moreand guide our retirement savings after my husband was diagnosed with Stage 4 head and neck cancer. Given our circumstances, we were told that our financial plan would expedited and it and investment decisions should be available for review in approx. 6 weeks. Despite providing the Ohel-Duncan Group with all requested documents and transferring all stocks and funds to them, no financial plan was received by the end of 2014. After many emails the Ohel-Duncan group responded in mid January of 2015 that they had several questions to finalize plan. We immediately responded and corrected errors in statements they made as to some of our holdings/needs. When the financial plan was presented during the first week of February, none of the errors we had pointed out had been corrected. And worse, we found out that stock had been sold without approval of a financial plan or consulting us prior to doing so and re-invested in Ameriprise products. When we asked the Ohel-Duncan Group to explain mistakes, delays and actions, they responded that they believed they were not a good fit for our needs. We have filed an investigation complaint with Ameriprise.and hope the corporation will act. While they cannot restore 4 months of lost investment time and incredible stress during an already overwhelmingly stressful situation, we continue to hope that Ameriprise will restore our faith in the company as a whole and that this experience is only representative of the Ohel Duncan Group.

Do not let them invest or manage your money. These are unethical people. I became a trustee on an…read moreaccount for my mother after my father died and have been harassed by unwanted & unrequested emails filling my inbox daily. Ohel/Duncan group says they have no control over the larger corporate emails I am getting. They insist that I should delete and ignore. What they don't understand is that EVERY TIME I see these emails in my inbox, it's an extra reminder that my father is dead, and they don't care that this is difficult for me. It's pretty pathetic that they have no control over their accounts but even more pathetic that they just don't care about their clients. Additionally, their fees are well above the average market rates. Ethical, no.

They were able to help me with my current years taxes and several years of back taxes to correct…read moreand I was able to receive more money back from those years. They are great to work with and very knowledgeable.

I ended up not needing her service, but she was super quick to respond and very understanding when…read moreit didn't work out for me.

Have to be VERY proactive in watching investments with Significant Wealth…read more Communication within the company and to client is questionable. Also, limited investment choices. Markets change, but, have to be the one to call and tell advisor what is happening to account and how it's being reported on the internet and financial forms. If you decide to use this firm, be prepared to know exactly what services you need and want (not all provided in house) . Plan on regular meetings and watching your account.

I have to admit, I have never before had a financial advisor I liked. That probably accounts for my…read morelack of success in that arena as well. I've recently moved my assets to Bill Atkins and Brian Atkins with Atkins and Associates in Deerfield and cannot rave enough. Not only are they quick, thoughtful and efficient, they also the smartest guys in finance I've ever worked with. The formulas and algorithms they use are mind blowing. I finally feel like that part of my life is well managed and has a positive trajectory because it is being handled by the best firm in town!