Business Details
28 Years
experience
Your Trusted Accounting Partner in Vernon Hills, IL
Leff Klein & Kalfen has provided personalized financial guidance to individuals and businesses for over 20 years. Our expertise spans tax management, accounting services, audits, and financial statements, with a focus on delivering tailored solutions to clients across Chicago and surrounding areas. We combine deep industry knowledge with a team-oriented approach to ensure every client receives meticulous analysis and attention. Our commitment to high standards, experienced tax professionals, and proactive service has earned us a loyal client base and recognition as a leading firm in the region.We prioritize open communication to understand client needs, offering research-driven analysis and sound financial strategies. With decades of combined experience, our team helps clients maintain financial viability while planning for long-term success. Our dedication to excellence has established us as a trusted partner in the business community, serving diverse industries including construction, healthcare, law, and real estate.
Services
Personal Financial Planning
Tax Preparation
Bookkeeping Services
Payroll Processing
Business Advisory
Cryptocurrency Accounting
IRS Audit Representation
QuickBooks Setup
Retirement Planning
Internal Controls
Details
- Year established: 1998
Highlights and features
- We offer 20+ years of experience in accounting and tax services.
- Our team provides personalized attention to every client's unique needs.
- Certified professionals with expertise in diverse industries like healthcare and real estate.
- We combine advanced technology with traditional accounting principles for accurate results.
- Proven track record of helping clients achieve long-term financial success.
Associations and certifications
- CPA
- QuickBooks ProAdvisor
Services
Personal Financial Planning
Our financial planning services help individuals achieve long-term financial independence through customized strategies. We analyze your current financial situation, develop retirement income distribution plans, and optimize tax-efficient wealth transfer methods. Our team evaluates investment portfolios, risk tolerance, and estate planning needs to create comprehensive roadmaps for financial success.
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, maximizing deductions while ensuring compliance. Our experts handle complex tax situations including cryptocurrency accounting, IRS audit representation, and resolution of back taxes owed. We stay current with evolving tax laws to minimize liabilities and optimize refunds.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records through accounts payable/receivable management, bank reconciliations, and payroll processing. We implement efficient systems for small businesses, streamline existing processes, and provide detailed financial reports to support informed decision-making for growing companies.
Business Advisory
We offer strategic business advisory services including cash flow management, financial forecasting, and internal controls implementation. Our experts provide outsourced CFO services, help establish new businesses, and develop growth strategies through detailed financial analysis and industry-specific insights.
IRS Audit Representation
Our certified professionals represent clients during IRS audits with expertise in resolving tax liens, levies, and wage garnishments. We develop payment plans, negotiate offers in compromise, and provide documentation to support tax positions while maintaining compliance with federal regulations.
People
Michael Leff
Senior Accountant
CPA with 25+ years of experience in tax, auditing, and accounting software support. Specializes in serving auto, food, insurance, and real estate industries. Joined LKK in 1998 after working at Ohio State University and a Chicago printing company.
Robert Schlumpberger
Accountant
Certified QuickBooks ProAdvisor with expertise in asset-based lending audits and QuickBooks consulting. Former controller in manufacturing industry. Brings 15+ years of public accounting experience to small- and medium-sized business clients.
Diane Klein
Accounting Professional
20+ year veteran with expertise in bookkeeping, financial statement preparation, and tax return processing. Specializes in serving manufacturers, restaurants, and service professionals while managing internal accounting operations for the firm.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, cash flow management, and business tax services tailored to small business needs.
How can you help with personal financial planning?
Our financial planning services include retirement strategies, investment analysis, estate tax planning, and creating customized roadmaps for achieving financial independence.
Do you handle IRS tax issues?
Yes, we offer IRS audit representation, back tax resolution, payment plan negotiation, and help with tax lien/levy situations.
Are you experienced with QuickBooks?
Our team includes a Certified QuickBooks ProAdvisor who provides software setup, training, and troubleshooting services for business owners.
What industries do you specialize in?
We serve construction, healthcare, hospitality, law firms, manufacturers, and real estate professionals with industry-specific accounting solutions.
How long have you been in business?
We've provided accounting services in Vernon Hills since 1998, with team members having decades of combined experience in the profession.
