Robert Jacobson, CPA, MST
Robert “Bob” joined the Firm in 1991 after spending five years at Altschuler, Melvoin & Glasser (now part of RSM McGladrey). Bob specializes in high-net-worth families and partnership taxation. He leads the firm’s family office practice and administers firmwide technology efforts. Bob currently serves as a member on the firm’s executive committee.
Bob is a member of the AICPA and IL CPA Society. He is currently President of Thomson Reuter’s GOSystem Advisory Board, advising on their nationally ranked tax software. Bob frequently speaks at various professional tax forums and other organizations.
Bob cherishes friendship more than anything else and wholeheartedly believes there is always room for more friends. He has an ice cream soda fountain in his basement and dreams of having an ice cream named after him someday. During baseball season, you will likely find Bob in the stands supporting his beloved White Sox.
Areas of Expertise:
- High Net Worth Family Services
- Private Client Services
- Partnership Taxation
- Estate Planning
- Wealth / Financial Planning
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.