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 pursue 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

Market Commentary - September 10, 2020

2020 SECURE Act and Tax Extenders

Congress made changes that will affect most people saving for retirement as well as those currently in retirement or planning to retire.  This document summarizes those changes and other tax law changes impacting the upcoming filing season.

2019 Year End Tax Planning Strategies

Review this article for strategies meant to help manage the uncertainties of this year's tax changes and challenges.

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I am raising money for the American Heart Association. Please visit my web page to donate. Click Here or Below.

Thank you!!!


As a reminder, now is a great time to ake donations to help those organizations that are important to you and possibly to benefit from the tax deduction in 2020.