accounting audit tax consulting INNOVATIVE RESPONSIVE EXPERIENCED PROACTIVE

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1 accounting audit tax consulting INNOVATIVE RESPONSIVE EXPERIENCED PROACTIVE

2 Your success is our top priority. How do we measure success? Personal attention Expert services Practical advice These are just a few of the reasons our clients put their trust in RVG Partners. Our highly-trained team of professionals cares as much about your tax and financial concerns as you do. We listen. We take the time to get to know you. And we draw upon our own business experience and unique perspective to create a personalized approach for your tax, accounting and financial needs. By your success. Our passion is helping individuals and businesses accomplish their overall financial goals. We view our relationships with our clients as partnerships. At the end of the day, we know we have done our job well if we have helped you achieve success. RVG Partners is proud of its reputation as a leading, well-respected, accounting, audit, tax and consulting firm. By focusing on closely-held, mid-sized companies, we are able to give our clients the highest level of personalized service and individual attention.

3 Innovative: in no va tive [in-uh-vey-tiv] Introducing new ideas, original and creative thinking These questions and many others may be on your mind and even keep you awake at night. RVG Partners can offer a unique point-of-view to help you find the answers that allow you to rest easy. We look at the big picture to help you create a customized plan that addresses today s concerns and prepares you for the future. Our team has years of practical experience and ongoing training that we draw upon to serve you. We ask the tough questions. We find the right answers. And we deliver the services and advice that fit your unique situation. B. Handelman, Strikeforce To answer the important questions, you may need a fresh perspective. Am I paying the least amount of tax allowable under the law? Are there ways to make my business more profitable? How do recent accounting and tax pronouncements affect my business, and how will we implement them? RVG Partners was the first professional firm we hired when I bought my company in RVG looks at every possible tax credit and every structure in order to maximize our shareholder value. Consulting has been the most important aspect of RVG s service to my business. Steve (Remy) treats our company like it s his, and we treat him like a shareholder. RVG PARTNERS, LLC 3

4 Responsive: re spon sive [ri-spon-siv] Reacting in a timely manner with interest and enthusiasm Serving as your accountant, tax professional, business advisor and much more. Accounting and Audit Services Well-organized financial records are the backbone of efficient business operations. RVG Partners provides a wide range of accounting services to ensure that your business runs efficiently. We are committed to delivering timely and accurate financial information to our clients. Our services include: Audits, reviews and compilations Employee benefit plan audits Accounting services (monthly/quarterly/annually) QuickBooks consultation Personal financial statements Because you are unique, so are the recommendations and services we offer you. We understand that no two clients are alike. Your personal situation and business concerns are unique to you. As our client, we will help you discover the right approach and the mix of services to meet and exceed your expectations. Our core areas of expertise are as follows: Accounting and Audit Services Tax Services Consulting Services 5 Internal control review (risk management) At times you may need a full audit or review, or you may simply need constructive solutions to maximize your company s efficiency and profits. At RVG Partners, you also receive continuity of service and involvement from our top professionals. M. Perich, Bernina RVG Partners has gone and consistently goes above and beyond with great service, great advice and all around great work quality. They are as close to 24/7 responsiveness as you will find. Dan (Vitale) brings a common sense approach with a 360-degree perspective. RVG and its partners are always looking out for our firm s best interests.

5 Going above and beyond for you. Our goal is for you to get the attention and services you need. Sometimes it is necessary to draw upon the expertise of professionals in other fields. For that reason, RVG Partners has a network of relationships with individuals and organizations throughout various industries to help you achieve success. Some examples of these relationships include attorneys, bankers, investment advisors, technology consultants and more. If we feel you would benefit from these additional services, we will happily refer you to a qualified professional who can help you. M. Perich, Bernina RVG Partners has gone and consistently goes above and beyond with great service, great advice and all around great work quality. They are as close to 24/7 responsiveness as you will find. Dan (Vitale) brings a common sense approach with a 360-degree perspective. RVG and its partners are always looking out for our firm s best interests. RVG PARTNERS, LLC 7 Tax Services RVG Partners takes a proactive approach to tax services by staying abreast of tax rules and regulations. We are able to identify key tax planning opportunities that minimize your current and future tax liabilities. Our services include but are not limited to: Tax return preparation for individuals, corporations ( S and C ), partnerships, LLCs/LLPs, estates and trusts Planning including federal and state tax minimization Representation before the IRS and other tax authorities Transactional planning for real estate, stock options and retirement benefits Consultation regarding the purchase and sale of a business Executive tax services Consulting Services You are busy running your business and managing its day-to-day success. RVG Partners can help you take a step back and review the overall business. We help you identify areas of potential growth and profitability, act as a sounding board for management, and provide personalized strategies to improve your business s success. Our services include: Purchase or sale of a business Type of entity selection Cash flow management Financing and banking relations Succession planning Accounting software selection and implementation

6 Experienced: Having knowledge or skill in a particular field ex pe ri enced [ik-speer-ee-uhnst] Our client base has continued to grow since our firm opened its doors in We have specialized experience in the following industries: Construction Manufacturing Wholesale Food Processing Retail Trucking and Transportation Real Estate Commercial Services Technology Professional Services M. Oziemkowski, Lake Cable Using our business expertise to help you. Our goal is to build a strong, lasting relationship with you. We do more than deliver the services you need. We proactively look for ways to provide you with added value and help you maximize your success. Our experienced professionals are involved in every aspect of the service you receive from RVG. RVG Partners know their clients and anticipate their needs. At Lake Cable, when it comes to consolidating our entities for our year-end review, they are knowledgeable and proficient. They know the right questions to ask and make the best use of my time. Our relationship with Tom (Pruim) is great. He is very professional, smart and experienced. 9

7 Proactive: Taking the initiative by acting rather than reacting to events pro ac tive [proh-ak-tiv] With past information as a frame of reference and a firm grasp on your current situation, we can help you make sound financial decisions for today, tomorrow and into the future. We know you can choose from many accounting and consulting firms. We believe you will find our partners and staff are experts who are committed to providing you with personal, hands-on, superior service. Give us a call. Let s talk about your unique situation. For accounting, tax and financial consulting services that are uniquely designed to help you succeed, contact RVG Partners at today. C. Elder, Interdom RVG PARTNERS, LLC 11 Looking to the future for you. RVG Partners is interested in the big picture. We look at your overall financial situation to help you reach your goals and objectives. This personal perspective allows us to create a customized plan for you. RVG Partners is extremely proactive and sends me advanced warnings about upcoming tax and audit issues knowing that I get busy and distracted. In particular, Ron (Garzotto) puts things in front of me early, and often, to make sure I stay on top of it. I appreciate that level of personal care and service. I feel that RVG Partners is the perfect size. They have the expertise to cover all the areas they need to cover. And when I have needed special assistance outside of RVG s scope, they have proactively referred me to great people. It felt like the outside consultants were part of RVG, and we all worked together seamlessly.

8 Meet the Members of RVG Partners Our managing members and staff have a breadth and depth of service in the industry that allows you to draw upon a wide range of experience. The biographies and staff listings showcase the years of public accounting experience for each team member Ronald J. Garzotto, MST, CPA 30 years Ron is a member who co-manages the tax services of RVG and has 30 years of experience in public accounting. Ron s focus is on tax planning and compliance for high net-worth individuals, trusts and closely held businesses. Ron also has extensive experience in advising on the appropriate choice of entity, structuring and analyzing the acquisition and disposition of business assets, and representing clients during federal and state tax audits and appeals. Ron received his Master of Science in Taxation and Bachelor of Science in Finance degrees from DePaul University and is a member of the AICPA and Illinois CPA Society. Tom Pruim, CPA 25 years Tom manages the accounting and audit services of RVG with 25 years of experience in public accounting. He began his career with a mid-sized Chicago CPA firm and joined RVG in He received his Bachelor of Business Administration Degree in Accounting from Loyola University of Chicago. Tom is the member responsible for RVG s technical compliance review and oversees the firm s adherence to our system of quality control. In addition to providing traditional audit, accounting and tax services to his clients, Tom acts as business advisor and consultant. He focuses on improving profits, internal controls, operating efficiencies, compliance with federal and state regulations, and reacting to information available from an organization s financial statements. He is a member of the AICPA and Illinois CPA Society. Steven P. Remy, CPA 30 years Steve is the managing member of RVG with over 30 years of public accounting experience. He has extensive management consulting experience and has provided assistance to clients with mergers and acquisitions and design of management information systems. In addition, he has provided many clients with litigation support including expert testimony. Steve is a member of the American Institute of Certified Public Accountants and the Illinois Certified Public Accountant Society. He serves on the advisory boards of several closely-held manufacturing and distribution companies. Steve also served on the finance committee of his parish and was a trustee of a local, private high school. Dan M. Vitale, MST, CPA/PFS 25 years Dan is a member who co-manages the tax services of RVG with 25 years of experience. During his entire career, his focus has been on tax planning and compliance for high net-worth individuals and closely-held businesses. Dan began his career with Ernst & Young LLP, Entrepreneurial Services, where he worked for 10 years consulting with entrepreneurial businesses and the owners on tax minimization strategies. During his tenure at E&Y, Dan also worked in E&Ys National Tax Office in Washington, DC where he taught E&Y tax-related courses, was a national technical consultant to tax professionals, and developed tax-related planning opportunities for individuals and entrepreneurial businesses. Dan received his Master of Science in Taxation and Bachelor of Science in Accounting degrees from DePaul University. He is also a Personal Financial Specialist. Dan is a member of the American Institute of Certified Public Accountants, Illinois CPA Society and the Personal Financial Planning Division of the AICPA. Get to know our Professional Staff Eve Balciunas, EA 35 years Corporate, fiduciary and high net worth individual tax planning Debbie Greene, MBA, EA 20 years Corporate and individual tax compliance Tom Kato 5 years Audit, accounting and tax preparation Jeff Keough, CPA 20 years Audit and financial reporting services with experience in manufacturing, construction and employee benefit plans Jiewin Liu 3 years Tax compliance and accounting services Gina McLain, BSBA 6 years Administrative assistant and billing coordinator Mary Beth Nylen 5 years Individual tax compliance Kathleen Peterson, CPA 20 years Tax compliance and accounting services Brittni Plys 1 year Staff accountant focusing on audit and tax preparation Sara Remy, MBA, CPA 7 years Audit, accounting, tax preparation and employee benefit plans Carol Soyer 20 years Administrative assistant Deborah Temchuk, MBA, CPA 20 years Individual and closely-held business taxation Emmy Treganza, JD, CPA 20 years Corporate and personal tax return preparation and review Larry Wolf, CPA 11 years Audit and financial reporting services with experience in internal control and client technology issues

9 1110 Jorie Boulevard, Suite 350 Oak Brook, IL P: F: