Skip to main content

What we do

Experience in Financial, Tax, and Retirement Planning

At DHJJ, our commitment lies in delivering exceptional service and individualized care to all our clients, establishing us as dependable allies throughout their financial endeavors. With unwavering dedication, we strive to understand and address the unique needs and aspirations of each individual, fostering a sense of trust and reliability in our partnership. Be it the aspiration to expand one’s wealth, prepare for retirement, or navigate the complexities of tax obligations, our team stands ready to offer proficient counsel and unwavering support. By booking an appointment with us, you open the door to a wealth of knowledge and resources that can pave the way for your financial triumphs.

Our unwavering dedication to our clients sets us apart at DHJJ. We recognize that each client has distinct goals, whether it be wealth accumulation, retirement planning, or minimizing tax liabilities. With this in mind, we pledge to provide comprehensive guidance and unwavering support throughout your financial journey. Our commitment to personalized attention ensures that you receive the tailored assistance you need to attain financial success. We invite you to schedule an appointment with our team to discover how we can assist you in achieving your financial aspirations. Together, we can navigate the intricacies of financial management and set you on a path toward a prosperous future.

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

Financial and Tax Planning

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

At DHJJ, our financial asset management services in Wheaton provide a comprehensive approach to managing investment portfolios for our clients. Our team develops customized investment strategies that align with clients’ objectives, and we aim to maximize returns while minimizing risk through regular portfolio monitoring. We provide transparent communication, including regular performance reports and investment updates. Our service also includes ongoing analysis of market trends and investment opportunities to ensure that clients’ portfolios are always well-positioned to take advantage of potential gains. Contact us at (630) 420-1360 to book an appointment today and learn more about how we can help you achieve your financial goals!

A chief financial officer is an important team member for large businesses |
certified public accountant

Well organized financials in a filing cabinet, these documents are important to business advisors

Timely & Efficient Audits

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.

certified public accountants & business advisors shaking hands in agreement

Recent insights

Family Business Succession Planning

Navigating tax complexities in mergers or acquisitions? Uncover crucial insights into the financial implications with our comprehensive guide.

Read more