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Stein Certified Public Accountants Stein Certified Public Accountants
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Business Details
50+ Years
experience
Your Trusted Partner for Accounting Solutions in Oakbrook Terrace
Stein Certified Public Accountants, PC has served Chicagoland businesses and clients nationwide since 1970, providing tailored accounting, tax, and consulting solutions. Our team of CPAs and accountants combines decades of experience with personalized service to address the unique needs of closely-held businesses, not-for-profits, and individuals. We specialize in strategic tax planning, business valuations, and management advisory services, with particular expertise in ownership transitions and financial restructuring. As members of the AICPA Private Companies Practice Section, Illinois CPA Society, and National Association of Certified Valuation Analysts, we maintain rigorous professional standards.

Our commitment to continuous education ensures clients receive forward-thinking advice aligned with evolving regulations. Located in Oakbrook Terrace since 1977, we've built lasting relationships through responsive service and actionable insights. Our mission prioritizes clients' financial viability through research-driven analysis and transparent communication. This dedication has earned us recognition as a trusted advisor in Oak Brook's business community. We serve diverse industries including construction, manufacturing, healthcare, and real estate development. Our approach balances technical expertise with practical solutions to help clients achieve both immediate objectives and long-term stability.
Services
Accounting Services Tax Services Management Advisory Business Valuations Financial Planning
Details
  • Year established: 1970
Highlights and features
  • We have over 50 years of experience serving Chicagoland businesses.
  • Our team includes CPAs with specialized expertise in business valuations.
  • We offer tailored solutions for closely-held businesses and not-for-profits.
  • Our professionals maintain active involvement in industry organizations.
  • We provide strategic tax planning for business owners and individuals.
Associations and certifications
  • Private Companies Practice Section of the AICPA Division for CPA Firms
  • Illinois CPA Society
  • Institute of Business Appraisers
  • National Association of Certified Valuation Analysts (NACVA)
Update Listing
Services
Accounting Services
Our accounting services include compilation and review engagements tailored to each client's unique requirements. We provide data summarization and systems services that produce meaningful financial reports while maintaining compliance with industry standards. These services help businesses maintain accurate financial records and support informed decision-making processes.
Tax Services
We offer comprehensive tax planning and preparation services for corporations and individuals. Our expertise includes federal and multistate tax compliance, estate tax planning, and representation before tax authorities. We help clients navigate complex tax regulations while identifying opportunities for legitimate tax savings and compliance optimization.
Business Valuations
Our certified valuation specialists conduct detailed analyses of business performance and market positioning. This service involves evaluating historical operations, industry factors, and economic conditions to determine accurate business valuations for mergers, acquisitions, or ownership transitions. We provide defensible valuation reports for legal and financial purposes.
Management Advisory
We provide strategic guidance on cash flow management, financial restructuring, and operational efficiency. Our advisory services address personnel matters, creditor relationships, and asset-based borrowing strategies to help businesses improve their financial health and achieve long-term sustainability through data-driven recommendations.
Financial Planning
Our financial planning services focus on helping business owners and individuals achieve their financial goals. We develop customized strategies for estate planning, retirement preparation, and personal wealth management while considering tax implications and long-term financial security for clients and their families.
People
Thomas C. Stein
CPA, MBA, CVA
Thomas C. Stein leads Stein Certified Public Accountants with over 30 years of experience in accounting and business valuation. He specializes in strategic tax planning and business succession consulting for closely-held companies. His expertise includes financial restructuring and certified business valuations.
Questions
What accounting services do you offer?
We provide compilation and review services, financial reporting, and systems analysis tailored to each client's specific needs.
Do you specialize in tax planning for business owners?
Yes, we offer strategic tax planning specifically for owners of closely-held businesses, including estate tax considerations and succession planning.
Can you help with business valuations?
Our certified valuation analysts conduct detailed business appraisals considering industry factors, historical performance, and market conditions.
What industries do you serve?
We work with construction firms, manufacturers, healthcare providers, real estate developers, and various service businesses across the United States.
Do you offer advisory services for financial restructuring?
Yes, we provide management advisory services addressing cash flow analysis, creditor relationships, and operational efficiency improvements.