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Welcome to Computer Accounting & Financial Service, Inc.
We are a family owned, tax and wealth management firm located in Chicago. We advise individuals, families, and small and mid-sized entities in all aspects of their accounting and financial services needs using our own unique personal approach.
We do more than crunch numbers. We are business advisors who listen to your issues and help find solutions. We also provide estate planning and business consulting services. We consistently go above and beyond the numbers on the page. We are dedicated to working with you and your organization to implement real solutions to help you reach your goals.
We believe that trust is the most important aspect of our relationship. To us, you are more than just a number. We want to get to know you on a personal level. At Computer Accounting & Financial Service, Inc. we will work with you and your family to navigate the financial markets and create a long-term relationship.
Our advisors, Lawrence Goldman & Deborah Conatser, are here to help you make educated financial decisions. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most importantly, we hope you see the value of working with our skilled professionals to pursue your financial goals.
Newsletters
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?