Kirkby, Phelan & Associates
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About
Kirkby, Phelan & Associates, founded in 1970, is a strategic accounting and investment management firm based in Bloomingdale, IL. They are committed to fostering trusted relationships with their clients, providing access to an experienced and knowledgeable team. The firm takes pride in attentively listening to their clients' needs and swiftly responding with effective planning to minimize tax impact and secure their financial future. Over the years, they have been a trusted partner for thousands of individuals and small businesses across the country.
Highlights
55 years in business
Serves Bloomingdale , IL
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Business Tax Preparation
Individual Tax Preparation