Annette specializes in fiduciary (trust and estate) taxation and large family groups. Annette first joined our Firm in 2005 after spending 12 years in the trust department of a large Chicago-based multi-state bank.
Our partners and staff are committed to quality, it is the cornerstone of everything we do. We take pride in establishing long-lasting client relationships and receiving new client
referrals. We are known for innovative thinking and accuracy; our answers are creative, well researched, and correct.
We are proactive in our approach and bring a wealth of expertise to each client relationship. Because most of our partners are also teachers, having taught at local universities or professional societies and various forums, we are up to date on tax law issues and we bring the most current information to each engagement.
We take pride in our availability. We are there for our clients, in person and when and where they need us. Because the engagement team remains the same, you will talk to someone who knows your individual situation and understands your concerns each time you call. Our partners are ultimately involved in all aspects of each engagement and do not merely act as figurehead leaders.
Because we are a medium-sized firm, we take pride in our ability to tailor our services to meet your specific needs. We recognize that each engagement is unique and we thoroughly investigate each situation to provide a customized approach.