Rosen & Associates

Rosen & Associates, licensed in Illinois and located in Lincolnshire at 1 Overlook Point Suite 660, serves individuals and businesses with professional accounting and financial services. The firm provides tax preparation services emphasizing efficiency, affordability, and discretion. Services include personal income tax preparation, financial planning tailored to manage risk and improve performance, insurance service reviews with access to premier carriers, estate planning coordination with attorneys, and social security benefit optimization strategies. The firm recognizes that today's tax laws are complex and that filing even simple returns can be confusing, with potential for overlooked deductions and credits. Experienced tax professionals at Rosen & Associates provide guidance that a software program cannot replicate. The team is also prepared to assist clients facing IRS problems, helping resolve tax issues and providing representation before the IRS. Stan Rosen, CPA, serves as the primary contact and can be reached by phone, email, or scheduled appointment through his online calendar.