1141 E Main Street, Suite 215
East Dundee, IL 60118-2440


(847) 426-1077


(888) 966-0177

Tax Services

  • Individual, Business and Trust Tax Return Preparation
  • Audit Preparation and Representation
  • Estate Taxes and Life Insurance
  • Strategic Tax Planning
  • Charitable Giving Strategies

Assured Concepts Group, Ltd. started life as a complete financial planning firm in East Dundee, Illinois. As we branched out geographically and with more diverse and comprehensive financial services, ACG never forgot our core competency, but recognize that tax advisement has always been an integral part of our "big picture" approach. To that end, we felt compelled to add tax preparation services to the mix.

Assured Concepts Group, Ltd. Tax department is headed by David Schlossberg, EA. A professional, full service IRS Enrolled Agent with diverse experiences serving both businesses and individuals. Customized Consultation ACG's tax services will be tailored to the needs of each client who need tax, charitable and / or estate planning advice and servicing.

Consistently careful and concerned with every nuance of your tax life, we strive to make the tax burden bearable by focusing on the details that can help mitigate our tax liabilities. We undertake a systematic analysis of each client's complete financial life in an effort to improve the way that they are used to dealing with accountants. Our integrated approach and big picture planning creates synergy between your goals and the requirements of the government.

Have you ever been advised to “Check with your CPA” before investing? Most brokers and investment advisors are precluded from providing tax advice, but at Assured Concepts Group, you'll be supported by an experienced Certified Public Accountants, expressly qualified to advise you on how certain financial decisions can positively or adversely affect your taxes and your overall wealth goals.

Assured Concepts Groups advisor offers a wide range of tax-optimized financial solutions that are customized to meet your unique needs and objectives. These solutions help you accomplish three main goals:

  1. Enhancing wealth
  2. Preserving wealth
  3. Transferring wealth

To reach those goals, Assured Concept Group is positioned to offer comprehensive tax planning services supported by years of experience and underscored by our holistic financial planning approach including:

  • Corporate Taxes
  • Partnership Taxes
  • Trust Taxes
  • Gift Taxes