Timothy C Wolfe PC

AccountingIllinois, United States0-1 Employees

Tim's business is primarily tax planning and preparation. But his mission is to help you achieve financial success that begins by recognizing that reducing taxes is a crucial  step in the financial process because one less dollar paid in taxes is one more dollar to save and invest for retirement, educational planning, legacy building or whatever your financial goals might be.
The first step in building our relationship is a free review of your past 3 personal and business returns. Through my review I get to know you, we can begin the planning process by identifying tax savings strategies and, in about 1/3rd of the reviews, we are able to recapture overpaid income taxes by filing amended returns, which are filed because of math errors, oversights or misapplication of tax rules. I have filed personal amended returns for up to $47,000 and business returns of up to $10,000. 
Beyond your taxes I look at myself as a coach who works with you to first make sure that you have a financial plan and then help you identify the professionals that can implement pieces of your plan.

Sign up for free to view info

Email Format Employee directory