TAX & FINANCIAL SOLUTIONS - Key Persons
Job Titles:
- President ( Tax & Financial Solutions, Inc. ), Partner ( Michon & Buckley )
J.D., C.P.A., owner of Tax & Financial Solutions, Inc., since 2005, has over 30 years of experience in the tax field. He was previously employed as a Tax Manager in a Big Four accounting firm. He is currently an attorney in a boutique law firm in addition to his tax practice at Tax & Financial. He concentrates on individual taxation, small business and partnership taxation, estate planning and real estate. He also consults on business sales and acquisitions.
Gloria Matarese, C.P.A., has over 30 years of experience in tax preparation and accounting. She has a Bachelor Degree in Accounting from Saint Xavier University. She received her C.P.A. certification in 1997.
Job Titles:
- Partner ( Michon & Buckley )
Jean M. Buckley, J.D., partners with her husband, Dennis Michon, to provide a variety of legal services to clients, including wills, trusts, estate planning, probate, guardianship and trust management. Her practice also includes real estate purchases and leasing. She has a Bachelor of Science Degree from Northern Illinois University, and received her Juris Doctorate with honor from DePaul University College of Law.
Lou Ann Lisack, E.A., has over 25 years of tax and accounting experience. She has a Bachelor of Science Degree in Accounting and is an Enrolled Agent (licensed to practice before the IRS).