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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

 
No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal

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.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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The Ivory Tower Changes Wall Street

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Tax Deductions You Won't Believe

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This questionnaire will help determine your tolerance for investment risk.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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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.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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If you died, what would happen to your email archives, social profiles and online accounts?

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Once Upon a Goal

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Charitable Giving: Smart from the Heart

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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