Family Office Services

Weiss & Thompson, P.C. provides bill paying and personal bookkeeping as part of our family office services for successful individuals and families. We'll organize and manage your day-to-day bookkeeping and bill paying so you're free for other pursuits. Our bill paying services are flexible and customized to fit each client’s unique situation and specific needs.

Overseeing your daily financial affairs provides us with a comprehensive understanding of your financial and tax situation. We use this special insight to create highly-effective tax strategies to preserve your wealth. We'll make sure your personal and business bookkeeping also flows seamlessly into tax information at year-end, saving you money in tax preparation services.

When you work with us, we will help you manage your finances and will become the trusted advisor you rely on for sound advice. Find out how our Northwest Chicago Suburbs, IL CPA firm can keep your books clean, up to date, and accurate. Call us today at 847-593-7558 or request a consultation through our website.

Personal Bookkeeping

We'll handle bookkeeping for daily expenses and investments, personal financial statements, recurring transactions, and will perform bank account reconciliations.

Bill Paying

Have more time to focus on the more important things while we take care of paying bills to help manage the monthly expenses of your household.

Tax Preparation and Planning

We will prepare your income tax filings and estimated payments, prepare and file estate tax returns, and offer proactive planning to reduce tax exposure.