About Us
Our company specializes in tax preparation and planning services for a wide variety of clients. We specialize in:
- Tax return filing and tax planning for individuals
- Tax return filing and tax planning for small businesses
- Corporate tax return filing
We also work with tax filings for partnerships and LLCs. In addition, we parepare taxes for gifts, trusts and estates.
Other services include:
- Cash management including bill paying services to help people plan the use of their income to pay for their expenses and (hopefully) save for future needs
- Financial planning for investments, retirement, and businesses
We have 30 years of experience in all aspects of tax, accounting and financial planning. In addition, annual participation in Continuing Professional Education courses offered by local chapters of national accounting and tax associations keeps our firm on the leading edge of ever-changing tax laws, financial planning and accounting methods.
Computerized offices and internet access ensures clients accurate, efficient, state-of-the-art service at a competitive price.
Visit the Services area of our site to learn more about the many tax and financial services available to individuals and businesses.
Visit the Contact Us page for information regarding how to reach us via telephone, e-mail or mail.
Feel free to contact the office anytime. We're here to help.
About Us
The firm of Linda K. Kofron, CPA, PFS, CMA, is a local accounting office that offers services in the areas of income tax preparation, planning and consulting for businesses and individuals as well as financial planning. Linda Kofron started the business in 1987. Since that time, the firm has helped many businesses with financial management, taxes and planning. In addition, they have helped many individuals with taxes and planning.
Meet the Owner
Linda K. Kofron graduated from Illinois State University in 1980 with a Bachelor's degree -- majoring in Accounting and minoring in Computer Science. She began working at Coopers & Lybrand, a "Big Four" accounting firm in Rockford at that time. Subsequently, she worked as an internal auditor and internal accountant for manufacturing and distribution companies before starting this accounting firm in 1987. She obtained her CPA certificate in 1980 and subsequently completed the requirements for a Certified Management Accountant (CMA). She completed financial planning courses at the College for Financial Planning and passed the Certified Financial Planning exam; thereafter she obtained the PFS (Personal Financial Specialist) designation for CPAs who pass the exam and fulfill the experience and continuing education requirements. She completes at least 40 hours of continuing education per year in order to remain up-to-date on developments in her field. She is a member of the American Institute of CPAs (AICPA), Illinois CPA Society, Institute of Management Accountants (IMA), and the National Association of Tax Professionals (NATP).
Business Philosophy
As an accountant and assistant to you in business management, our accounting firm desires to help you achieve business success. As a tax preparation and planning firm, we pursue all legal avenues to reduce your taxes while keeping in mind your long-term financial goals.
Full Service Firm
We offer a full line of business and personal services related to finances, including:
- Income Tax Preparation & Planning - Individual
- Income Tax Preparation & Planning - Gifts
- Income Tax Preparation & Planning - Estates
- Income Tax Preparation & Planning - C Corporations
- Income Tax Preparation & Planning - S Corporations
- Income Tax Preparation & Planning - Partnerships
- Income Tax Preparation & Planning - Limited Liability Co (LLC)
- Income Tax Preparation & Planning - sole proprietors
- Income Tax Preparation & Planning - Trusts
- Responses to IRS and State tax notices
- Representation for IRS and State tax audits
- Checks and other printing needs by catalog
- Personal financial planning
- Investment and retirement planning
- Cash flow management
- Bill Paying Service to help with cash flow management