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What we do

Experience in Financial, Tax, and Retirement Planning

We take the time to understand the unique needs and goals of every client we serve in Wheaton. Whether you’re focused on growing your wealth, preparing for retirement, or navigating complex tax obligations, our team of CPAs and financial advisors provides the personalized guidance you need to succeed.

Wheaton businesses and individuals have trusted DHJJ for over 50 years. With a team of over 100 CPAs, business advisors, and financial professionals, we bring deep expertise and genuine care to every client relationship. Schedule an appointment today to see how we can help you achieve your financial goals.

Nearest DHJJ Office to Wheaton

Business Info & Hours

St. Charles Office

2560 Foxfield Rd Suite 300, St. Charles, IL 60174

Phone Number

(630) 377-1106

Office Hours

Monday – Friday: 8:30 am – 5:00 pm

Weekends: Closed

accounting firm serving Wheaton il

Tax Planning & Strategy

Our proactive approach involves identifying potential issues and developing innovative strategies to save you money over time. We have a team of experienced dual CPAs and financial advisors who provide strategic tax planning services for individuals and businesses in the Chicagoland area, including Wheaton. We stay up-to-date with the latest tax legislation to ensure that we can identify new opportunities and potential pitfalls. Our commitment is to deliver customized financial and tax planning solutions that align with your unique goals.

Accurate Accounting

Accurate accounting is the foundation of sound financial decision-making for any Wheaton business. Our team provides financial statement preparation, bookkeeping, and payroll services tailored to your needs. We also offer outsourced accounting and fractional CFO services, giving Wheaton businesses expert financial guidance without the cost of a full-time hire.

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Retirement Planning

At DHJJ, we provide retirement planning services that help our clients achieve their retirement goals through a customizable approach. We work closely with clients to develop a personalized retirement plan that considers their age, risk tolerance, and retirement goals. We analyze their current retirement savings to determine if any adjustments are necessary and provide ongoing advice on retirement income distribution strategies, social security optimization, and estate planning to minimize tax liability.

We maintain transparent communication with our clients, providing regular updates on retirement plan performance and adjusting strategies as needed. Our retirement planning services provide clients with the financial security they need in their retirement years, allowing them to enjoy their retirement to the fullest. Connect with us to learn more about how we can help you achieve your retirement goals.

Customizable Advisory Services

We understand that businesses have unique needs and goals, which is why our Advisory Services are customizable to suit your specific requirements in Wheaton. Whether you’re planning to expand your business, prepare for retirement, or preserve your wealth for future generations, our team of business advisors can provide tailored advice to help you achieve your objectives. From the inception of your business to its sale, our comprehensive services cover all aspects of your business to ensure you’re on the right path. Additionally, we offer wealth management and estate planning services to help you make the most of your finances. Trust us to help you attain financial success.

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