Illinois Certified Public Accountants and financial advisors serving the Northwest Suburbs of Chicago.  Our CPA and advisory firm is conveniently located in Arlington Heights, Illinois.

At RJ Simon, LLC and RJS Financial Management, Ltd., we understand the time, effort, and energy you put into your business and personal financial matters.  We have put the same heart and soul into our clients' endeavors for over 20 years. RJS understands the needs of individuals, trusts and estates, non-profit organizations, and privately-owned, small to medium sized businesses.  Our goal is to provide a personal approach to your professional service needs.  We listen to your objectives and design our services to meet them with professional care and concern. Our most recent peer review reports demonstrate our commitment to quality service and attention to detail.

We develop lasting relationships with our clients in order to understand their short and long-term goals, clearly define responsibilities, and help them to control their financial futures.

Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.

Whether you have personal tax and financial needs or your business requires expert accounting, assurance, or corporate tax services we are here to help you feel confident about your ability to handle what lies ahead.

Tax and Investment Updates

Administration's 2017 Tax Reform Outline

2016 Year End Tax Planning Strategies


Sightline is a specialized series of commentaries that provide timely, comprehensive analysis of economic or investment-related topics. Read the latest recap here:

Bond Yield Fall as FOMC Raises Short Term Rates (June 14, 2017)

Brazil - An Example of Growth and Risk in Emerging Markets 
(May 23, 2017)

Best Quarterly Earnings in Over Five Years (May 17, 2017)

Macron's French Election Victory (May 10, 2017)

Puerto Rico Files for Bankruptcy-Type Protections (May 8, 2017)

Geopolitical Risks Increase Uncertainty Around Policy (April 4, 2017)

Transitioning to a Faster Growth Economy (March 23, 2017)

Happy Eighth Birthday, U.S. Bull Market!  (March 20, 2017)

The Fed Raises Rates for Second Quarter in a Row (March 16, 2017)

4th Qtr Corporate Earnings Scorecard(Feb 6, 2017)

Cracking the 20,000 Barrier(Jan 25, 2017)

Don't Give Up On Diversification(Jan 12, 2017)

Diversification In Fixed Income(Jan 9, 2017)

Lital DonationJared's daughter recently made a donation to support one of her passions:  endangered species. She sold lemonade this past summer to raise money and made a $178 donation to The Friends of the Florida Panther Refuge, Inc.



As a reminder, anytime is a great time to make donations to help those organizations that are important to you and to benefit from the tax deduction in 2017.