Tax & Financial Advisors | Skokie and Evanston IL

I. A. Rozen & Associates, Ltd.
3918 W. Church Street
Skokie, Illinois 60203
(847) 676-3918
toll-free: (800) 807-3371

Imagine what you can accomplish when your tax advisor is focused on you and your business, and is available year-round!

Yes, we solve tax problems, but more importantly, our philosophy is that a tax and financial advisor should guide you toward preventative taxation.

Your tax return should be viewed not as a single isolated occurrence, but an integral part of your business or individual financial picture.

This approach solves tax problems BEFORE they happen and, we feel, distinguishes us from other services and practitioners.

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As a Certified Senior Advisor (CSA)®, I offer a level of specialized service for Seniors and their families, providing the knowledge that can guide you through health, financial and social issues. You deserve the respect and understanding that a CSA provides.

The Society of Certified Senior Advisors™ is the world’s largest membership organization dedicated to training and educating professionals that work with seniors.

	Notary Public
	Registered Agent for Corporations
	Preparation of Corporate Minutes
	Loan Amortization Schedules
	Copies of your Tax Return on CD

	Long Term Care Insurance
	Fixed Annuities
	Life Insurance
	Disability Insurance
	Health Insurance
	HSA Plans - Health Savings Account
	MERPS - Medical Employee Reimbursement Plans
	Life Settlements

	Personal & Business Tax Returns
	Non-Profit Tax Returns
	Out-of-State & Multi-State Returns
	Prior Year Returns
	Late Filers
	Payroll & Sales Tax Reporting
	Individual & Business Tax Planning
	Divorce & Support Tax Issues
	Tax Problem Resolution
	IRS Installment Plans
	Offer in Compromise
	Tax Lien & Levy Assistance
	College Planning for your children & grandchildren
	Retirement Planning
	Estate Planning

FREE tokens for the gumball machine

For your convenience, I. A. Rozen & Associates, Ltd. accepts VISA, MasterCard,
American Express and Discover

I. A. Rozen & Associates, Ltd. serves clients in the northern Chicago suburbs and Chicagoland area including Skokie, Wilmette, Glenview, Evanston, Niles and Park Ridge, IL. We also provide nationwide service for those seeking tax help with multi-state and out-of-state tax matters.

MEMBER: National Association of Enrolled Agents Illinois Society of Enrolled Agents Illinois CPA Society
Florida Society of Enrolled Agents California Society of Enrolled Agents Fellow: National tax Practice Institute