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Jerry Fitzpatrick, CPA

Jerry Fitzpatrick

 Founding Partner

 “Business Insight that advances your success”

Expertise

With more than 20 years of experience in owning, managing and providing accounting services to businesses, Jerry brings a wealth of business savvy to his work. As a result, he specializes in serving family and closely held businesses in a variety of industries and excels in providing practical solutions that build business value.

Jerry also has strong experience in working with tax authorities on various income, sales and employment tax issues. So he has a strong track record of helping clients minimize personal and business taxes while complying with applicable laws. In addition, he’s adept at presenting financial information in a way that facilitates making management decisions, obtaining loans and achieving growth and profitability goals.

Approach

When serving clients, Jerry first works with them to define problem areas and identify the best course of action. He then focuses on tax-efficient ways to build wealth so clients can live their lives as they want and leave the legacies they desire.

Involvements

  • Past board president of the Sunshine Activity Center for developmentally disabled adults
  • Member, various chambers of commerce
  • Past office in the Holy Name Society

Education

  • Associates degree from Metropolitan Business College, Chicago
  • Accounting studies and DePaul University that led to becoming a Certified Public Accountant

Interests

  • Avid White Sox fan
  • Accomplished poker tournament player

“For me, the key to client service is listening and paying attention. I first try to get to know as much as possible about a person and his or her business so I can fully understand their needs and objectives. Then I use my business experience, training and common sense to develop solutions that enable clients to shape their futures and achieve financial independence.”

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