DOYLE FINANCIAL, LTD.

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PROVIDING SERVICES TO CLIENTS DURING THE TAX SEASON AND THROUGHOUT THE YEAR...




Doyle   Financial, LTD.










DOYLE FINANCIAL is an accounting firm based in the northwest Chicago suburb of Fox River Grove, Illinois specializing in the following areas:

  • Income tax planning and return preparation
  • Electronic tax return filing
  • Tax audit support
  • Client representation before the IRS
  • Cash flow & budget planning 
  • FEE-ONLY education & retirement planning consultations
  • Financial education programs


 


J. Peter Doyle, CPA/PFS, CFP®

 
A graduate of Miami University (Ohio) and the College for Financial Planning, Pete is a licensed CPA Personal Financial   Specialist and CERTIFIED FINANCIAL PLANNERTM with over 25 years' professional experience.  Prior to founding DOYLE FINANCIAL in 1994, Pete held financial management positions at several leading Chicago-area Fortune 500 companies and was a consultant with the national accounting firm of Price Waterhouse. He has been quoted in leading newspapers including the Chicago Tribune, the Daily Herald, The Hartford Courant and Newsday in addition to appearing in various professional publications including the Journal of Financial Planning, AICPA Wealth Insider, Investment News and Financial Planning. Pete is also a Wealth Manager with the Huber Financial Group, Ltd., a registered investment advisory firm based in Buffalo Grove, Illinois that provides FEE-ONLY financial planning and portfolio management services for its clients.  He also serves as a adjunct senior instructor at Northwestern University's School of Continuing Studies CERTIFIED FINANCIAL PLANNER TM Certification Education Program teaching classes in the Investment Planning, Income Tax Planning and Retirement Planning and Employee Benefits areas.  Pete is a member of the American Institute of Certified Public Accountants (AICPA).  As a holder of the prestigious CPA Personal Financial Specialist (PFS) credential awarded by the AICPA, Pete is in a select group of CPAs nationwide who have been awarded this designation.



 

Interested in learning more about our services?  Call (847) 516-3561 or e-mail info@DoyleFinancial.com to schedule an appointment.


           



                           

Doyle   Financial, LTD.




 

1040 Victoria Drive

                              Fox River Grove, Illinois 60021                              
DoyleFinancial.com



                           


 


DOYLE FINANCIAL is an authorized IRS e-file provider.  Click on the IRS e-file link below for more information:

Resources:

Click on the following links for more information on the listed topic...


Contact DOYLE FINANCIAL

Driving Directions

Privacy Policy

Client Referral Program

Chicago Financial Professionals Forum

 

 


Newsroom:

Click on the following links for news articles featuring Pete Doyle and DOYLE FINANCIAL...


Journal of Financial Planning, November 2002

Daily Herald, April 8, 2003

Chicago Tribune, June 13, 2004

Journal of Financial Planning, March 2006


Forms Library:

Click on the following links to download the listed forms...


Income Tax Organizer

Key Tax Numbers Quick Reference Guide

Home Improvement Tax Basis Organizer

 


Pursuant to U.S. Treasury Department Circular 230, unless expressly stated otherwise on this website, (1) nothing contained in this website was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended; (2) any written statement contained on this website relating to any federal tax transaction or matter may not be used by any person to support the promotion or marketing or to recommend any federal tax transaction or matter; and (3) any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter contained in this website. No one, without our express written permission, may use any part of this website in promoting, marketing or recommending an arrangement relating to any federal tax matter to one or more taxpayers. 


CFP® , CERTIFIED FINANCIAL PLANNERTM and the CFP flame logo are certification marks owned by the Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Doyle Financial, Ltd. is not responsible for content on external Web sites.
 
DOYLE FINANCIALSM and DOYLEFINANCIAL.comSM are registered service marks of Doyle Financial, Ltd.

Copyright © 2002-2010 Doyle Financial, Ltd.  All rights reserved.


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