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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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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Calculators
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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?
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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.