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1340 Remington Road
Suite M
Schaumburg, IL 60173

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Roy Vargis CPA, CMA, CFM, EA, CITA, ACMA, CGMA

(800) 601-7602

 
Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap

Our focus is to partner with you
in 3 key areas of your life

Tax Management: 

Tax planning and preparation for Individuals and Businesses which includes ITIN preparation as IRS Certified Acceptance Agent, Streamlined Procedures Filing, FBAR, FATCA and PFIC Filing, Non-residents tax filing, expatriates tax filing and related consultations.

Wealth Management: 

Financial planning and investment management which includes IRA, 401k, Mutual Funds, Retirement planning, Education planning, Life insurance and Annuities.

Business Management: 

Assistance with starting and operating your business in any state in the US - Incorporating, Payroll processing, Sales tax filing, Bookkeeping, Tax Planning, Business Process Outsourcing and Management consultations. Audit, Review and Compilation. Setting up subsidiaries in US or India.

Helpful Content

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

 

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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