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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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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
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HOT TOPIC: The Fed Finally Cut Interest Rates
The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
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It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
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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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.