Broker Check

1340 Remington Road
Suite M
Schaumburg, IL 60173

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

(800) 601-7602

 

Services we Offer

We provide assistance in the following areas - Tax, Wealth and Business Management:

Tax Planning and Filing

  • Individual Tax
  • Business Tax
  • Streamlined Procedures
  • ITIN Certified Acceptance Agent
  • FBAR
  • FATCA
  • PFIC

Business Services

  • Incorporate your business in any state
  • Payroll Processing
  • Sales Tax
  • Bookkeeping
  • Management Consulting
  • Business Process Outsourcing

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance