Broker Check

 

 

CPATAX SERVICES, INC.

 

 

2200 W. Higgins Road Suite 305

Hoffman Estates, IL 60169

p. 847.630.6075

f. 847.278.1864

The V4 Client Experience

The V4 Client Experience is a unique, indispensable, and repeatable process that enables us to offer our clients ongoing personalized financial services through four cohesive steps. Using this proven process allows us to provide our clients with a repeatable experience every year, starting with their 1040 tax data, because individuals’ wealth management needs, family dynamics and goals are constantly evolving.