40 years of tax experience working for you
Tim Wolfe is a tax and accounting professional with over 40 years of experience including more than 30 years as a sole practitioner in the Arlington Heights/Mt. Prospect areas. Tim is a Certified Public Accountant (CPA), Certified Financial Planner®, and has a master’s degree in taxation from Northern Illinois University. Tim has bachelor’s degrees from Illinois Wesleyan University and Illinois State University.
Tim is focused on individual tax planning and preparation and retirement planning strategies through all phases of the retirement cycle (accumulation, preservation/protection and distribution/legacy.) Tim loves what he does and is your Trusted Tax and Financial Adviser. While Tim is based in the Northwest Suburbs of Chicago, he has grown a client base that includes clients from Hawaii, Alaska and California to Florida and New York.
Tim offers all prospective clients a free review of their past 3 business and/or individual tax returns for 2 reasons. One is to get to know more about you and your situation in order to be able to develop tax and financial recommendations for you. Secondly, he finds that in about 1/3rd of his reviews he will find an error in past filings that is substantial enough to warrant filing one or more amended returns. There are 3 reasons that income taxes are unnecessarily paid: first are math errors, second is the oversight of applicable tax rules, and third is the misapplication of tax rules. Refunds have ranged from hundreds of dollars to over $60,000 (including penalties.)
Give Tim the opportunity to begin have a conversation with you and review your past returns. His care for your financial success will be obvious. He wants to be your Trusted Tax and Financial Adviser.
CPA, CFP®, Masters in Taxation
I hope you’ll forgive me for being blunt.
I realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m being very careful with my words–I am a tax professional, after all).
But I think you’ll agree that the times we’re currently facing require a little straight talk.
Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.
You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)
I’ve put more of my thoughts on these matters in free reports:
Click the button on this page to request either of these free reports from me, and I’ll rush your copy to you immediately. Feel free to poke around the site and discover why I’ve been called “The Most Trusted Tax Professional in the NW Chicago Area.
PS–When you grab either of these free reports, I’ll also add you to our weekly email series on “Real World” Strategy (for individuals or businesses). My readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips”.
PPS–Not yet ready to come in?
I don’t blame you…many folks are fed up with the other options out there. My schedule is very full…but if you call me at (847) 818-0400 or Email Me, I’ll give you two options for coming in right away! I will NOT make dealing with a tax professional as painful as it’s been in the past!
Talk again soon,
What MY Clients are saying
I have used Tim's services for my business and personal taxes. Tim is very knowledgeable, reliable, and trustworthy. Use Tim's services for your business or personal financial affairs and you won't be disappointed.Kenneth Busch
Tim came as a referral from other Allstate employees when we moved to the Chicago land area. We were very pleased with his responsiveness and his and ability to work with corporate move information as well as foreign tax issues. When we moved to California we switched to a local CPA but were less than impressed by his customer service (non-existent). Even though we live out of state, we went back to Tim and have been more than satisfied.Jon and Kelli Rosdail
Believe it or not, we have less than two months before federal taxes are due.Yikes.I have been meeting with so many NW Chicago clients (including a fair number of new ones, thanks to YOUR referrals -- keep them coming!), finding so many wonderful ways to help people...