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About Joe

About Our Firm

For years, we have been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as business consultig and financial planning.

By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism. We have been a staple of Lake Bluff's business community for years, and pride ourselves on the level of esteem we have earned.

Our dedication to hard work has earned the respect of the business and financial community in and around Chicagoland. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose us receive competent and timely advice.

Our Team

Joseph G. Erkenswick

847-208-1373 BA Barat College, MST DePaul University
Illinois CPA

Joe has been practicing as a CPA in the Chicagoland area since 1994 and is actively involved in working with privately-held businesses. He holds a Bachelor Degree in Accounting & Finance from Barat College, a Masters Degree in Taxation from DePaul University and gained a broad range of experience in taxation and financial consulting at several multinational & local accounting firms and as a corporate tax manager/assisatant treasurer with a multinational company. Joe lives in Lake Bluff with his wife and three children. He enjoys fishing, golfing, biking and spending time with his family. He is a member of the Lake Forest/Lake Bluff Chamber of Commerce and is actively involved with the Lake Forest/Lake Bluff Rotary Club.