South Barrington, Illinois · Est. 2008
Wealth. Tax. Advisory.
One Barrington firm for all three. Accounting discipline and investment counsel from the same table, since 2008.
Services
One firm for your wealth, taxes, and business.
Wealth ManagementPortfolios, retirement income, and estate coordination, run by the office that already knows your return.Investment advisory · Retirement planning · Estate coordination · Insurance & riskExplore Wealth ManagementTax & AccountingIndividual and business returns, planning that starts before year-end, and books kept clean enough to decide from.Individual & business returns · Tax planning · Bookkeeping · IRS representationExplore Tax & AccountingBusiness AdvisoryAudits, reviews, and compilations a lender or board will accept, and new companies formed on the right foundation.Audits & reviews · Compilations · Financial statement assurance · New business formationExplore Business Advisory
Meet your CPA
Your return is not separate from everything built around it.
David R. Robbins has practiced since 1995, advising families and business owners across tax, investments, and the decisions that connect them.
David R. RobbinsPresident, NRACPA LLCCPA · Investment Adviser Representative · Barrington since 2008
What to expect
You will know what happens before it happens.
Step I
Book a consultation
Pick a time online or call the office. The first conversation is free and carries no obligation.
Online schedulingStep II
Meet David
You sit down with the CPA himself: your situation, your questions, and whether the firm is the right fit.
In office or by phoneStep III
Start working together
Once the scope is agreed, we’ll securely collect what we need and begin the work.
Secure portal onboardingSouth Barrington, IllinoisFounder-led · Since 2008
Book a call
Meet with David Robbins.
Choose an open time online and sit down with the CPA who leads the firm across tax, wealth, and business advisory.
David R. RobbinsCPA · President
Free Consultation
Prefer to talk first? (847) 852-1400