News & Updates
Due to the COVID-19 outbreak, our office schedule has been altered to ensure we keep both our clients and employees healthy.
We will NOT be conducting any in-person appointments until the governor’s
shelter in place order has been lifted, however please contact us if you would like to set-up a virtual appointment.
We encourage our clients to use our Secure Portal System to upload documents.
Office Schedule:
Downers Grove Offices:
Monday – Friday: 8am-6pm, Saturday: 9am-2pm
Schaumburg Office:
Please contact us for pick-up/drop-off assistance by emailing (nmorris@bluestrategymoney.com) or calling 847-619-9100.
Additional Information:
-The IRS has extended both payment and filing deadlines for individual returns until 7/15/2020.
-As of 12pm on 3/20/2020 IL still has not extended its payment or filing deadline. Here is a link from the AICPA that is continuously updated
showing what each states tax related response to the COVID-19 outbreak is.
-There are several COVID-19 credits and other relief provisions that have passed that may help our business clients.
We will recap this in another email once we have had time to analyze the new laws.
Vertex Accounting Partners Philosophy
We Report the Past & Plan for the Future.
Vertex Accounting Partners LLC, formerly De Sio, Franzen and Associates, Ltd., is the trusted, strategic accounting partner for its clients. Our team of accounting professionals provides customized, comprehensive accounting services and planning for both individuals and businesses. We tailor our services to meet your needs.
About us
Our team of CPA’s, Enrolled Agents, MBA’s and accounting professionals have the knowledge and experience necessary to ensure your accounting needs are met with the expertise you expect. As part of the Vertex Partners group, we have the resources available to offer our clients a 360 degree view of their accounting and financial planning needs.
Approach
At Vertex Accounting Partners LLC we have a relationship with you, not your documents. That relationship begins during our first meeting. Our discussions provide the background necessary to ensure the accounting services we provide are comprehensive and thorough. Whether you are a first time or long standing client our approach remains consistent: learn about you so we can be you trusted partner for years to come.
Services
Individuals
Many decisions that you make during the year have an impact on your tax responsibility. You need a trusted accounting partner that can guide you to make the best decision for you and your family.
Businesses
Accounting decisions for a business can be overwhelming and confusing. Our team makes it seamless. Whether you’re starting a new business or managing an existing one, our team will guide you every step of the way.
Vertex Difference
The Vertex Partners family provides clients with all of the resources they need for a unified and comprehensive approach to their accounting and financial needs. We bring the right people together in a collaborative effort to deliver a plan that is right you.
