Individual Services

Individual Services

Rounsfull Financial Group combines caring, personal attention with expertise to provide you with outstanding services. We’ve developed our approach through decades of practical experience and are here to provide comprehensive tax planning, tax preparation, and advisory services to families and individuals of Glenview and surrounding communities. Our experienced team work closely with you to ensure your tax returns, including your estate, gift tax, or trust returns, are completed accurately, on-time and painlessly.

Life is constantly changing and you need advice that keeps up. Perhaps you will be receiving a lump sum from an inheritance, divorce settlement, job change or insurance settlement. We can help you evaluate the tax effects and investment options available to you, through tax-optimized retirement planning, investment planning, estate planning and much more.

 

Our Approach

  • Timely: we will complete your individual tax return within 15 days or sooner
  • Convenient: we provide complimentary electronic filing when appropriate
  • Responsive: Be available and responsive to your needs.
  • Relevant communication: we share tax advice on a regular basis through an electronic newsletter

For a complimentary tax review at no obligation, please contact Kristy Rydzinski at (847) 904-1150 or kristy@rounsfull.com.  

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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