Zagmout & Company is a boutique Certified Public Accounting, and a Registered Investment Adviser firm located in downtown Chicago, Serving clients across the United States and expats living abroad.
Our philosophy is to put you in the driver’s seat by simplifying the tax law, and the financial planning process for you, so you can make the right decisions concerning you and your family.
Our objective is to assist successful individuals and business owners with their Tax Preparation, Accounting & Wealth Management needs in a one stop shop! Where your objective accountants and advisors are talking to each other & working together with you in mind.
Our fiduciary duty is to you; we do not sell insurance or annuities, nor do we receive any commission or load on any investment product. All services are rendered on an unbundled, fee-only basis to ensure objectivity and neutrality in delivery. This means you pay only for planning and advisory services required.
As a client of Zagmout & Company, you are served directly by the firm’s owner and decision maker, and you are provided with a level of customization and support that is the hallmark of a boutique firm.
Zagmout & Company provides a wide range of tax preparation, planning, advisory and related consulting services to individual and commercial clients.
We give you superior focus, creativity and technical competence We have extensive experience serving small and mid-size privately-owned businesses.
We can help you with entity selection & restructuring, and advise you on the best options to meet the challenges of today’s business environment.
We develop and implement an investment policy that is best suited for your financial situation and goals. It is our core offering and the foundation upon which we begin to build our client relationship.
Our advanced planning addresses the range of financial needs beyond investment consulting. It consists of wealth protection, wealth transfer and charitable giving.
It's important to have a clear understanding of the numerous risk factors retirees encounter as they plan their futures; Longevity, Inflation, Market Volatility, and the Unknown.