1. Lakeview Financial Services

    1. Lakeview Financial Services

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    Chicago, IL

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    Lakeview Financial Services

    5.0 (2 reviews)
    Closed 10:00 am - 5:00 pm
    Updated 3 months ago

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    3 months ago

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    Dan K.

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    3 months ago

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    Dan K.

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    Alberto Roman, CPA

    Alberto Roman, CPA

    4.5
    (31 reviews)

    Did I mention how amazing Bert Roman is ? Oh ya, I did in my previous review. Well, its tax time…read moreagain so I feel the need to reiterate it. Bert pays amazing attention to all things related to your taxes. His attention to detail is top notch and he remembers everything. He's great at his job and goes out of his way to make sure you're happy (or as happy as one can be when filling taxes) at tax time! Many happy returns and by the way see Bert Roman. Tell him Dallas sent ya! :)

    I am a pretty smart guy. I have done my taxes since I graduated from college. Year after year, city…read moreafter city and job after job, no situation was too complex for me to figure out. Then, last year, I got hit with a 'Haha. So You Think You Can Do Taxes?' letter from the IRS and I sorta backed off from my taxes-doing ways. Not wanting to go through the dangers, toils and snares again, I came to Yelp in search of... help. Dallas H provided me with all the info I needed. It was off to Bert Roman, I went. He's awesome. I mean, CPA super powers aside, talking and doing my taxes with him reminded me of doing them with my dad. He's very calm, measured, affable, and patient. He listens to you and discovers how to match your future needs with your current situation. Not only did he make sure to ask every minute question to maximize my return, we discussed ways in which I should change things up to maximize my return for next year and ways in which I can increase my finances by smart saving, accounts I didn't know existed and strategies for becoming a more money-savvy adult. He enjoys what he does and he's very good at it. Plus, he takes time to golf. Priorities. He's got 'em together and he worked with me to get mine in line as well. This was an entirely pleasant experience. As time goes by and life (and taxes) gets more complicated, I know that I'll be back to hand Mr. Roman all my scattered papers, unopened statements, random receipts, and scribbled-on notes.

    Lakeview Financial Services - taxservices - Updated July 2026

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