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Jerry Fitzpatrick, CPA
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Founding Partner
Phone: 847-770-6700
Email:
"Business Insight that
advances your success"
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Expertise
With more than 20 years of experience in owning, managing
and providing accounting services to businesses, Jerry brings a
wealth of business savvy to his work. As a result, he
specializes in serving family and closely held businesses in a
variety of industries and excels in providing practical
solutions that build business value.
Jerry also has strong experience in working with tax
authorities on various income, sales and employment tax issues.
So he has a strong track record of helping clients minimize
personal and business taxes while complying with applicable
laws. In addition, he’s adept at presenting financial
information in a way that facilitates making management
decisions, obtaining loans and achieving growth and
profitability goals.
Approach
When serving clients, Jerry first works with them to define
problem areas and identify the best course of action. He then
focuses on tax-efficient ways to build wealth so clients can
live their lives as they want and leave the legacies they
desire.
Involvements
- Past board president of the Sunshine Activity Center
for developmentally disabled adults
- Member, various chambers of commerce
- Past office in the Holy Name Society
Education
- Associates degree from Metropolitan Business College,
Chicago
- Accounting studies and DePaul University that led to
becoming a Certified Public Accountant
Interests
- Avid White Sox fan
- Accomplished poker tournament player
“For me, the key to client service is listening and
paying attention. I first try to get to know as much as
possible about a person and his or her business so I can fully
understand their needs and objectives. Then I use my business
experience, training and common sense to develop solutions that
enable clients to shape their futures and achieve financial
independence.”
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