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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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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Calculators
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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?