Pasquesi Sheppard LLC

About Pasquesi Sheppard LLC

<p>Founded in 1975, Pasquesi Sheppard LLC brings long-running CPA experience to retirement plan audits and related assurance work.</p> <p>Based in Lake Forest in Chicago’s North Shore suburbs, the firm works with organizations that need an independent auditor as well as individuals who want coordinated tax and accounting support. Its audit, accounting, and tax services cover day-to-day reporting needs along with year-end compliance projects.</p> <p>A distinguishing feature is the firm’s Family Office function. This concierge-style service helps high-net-worth families coordinate practical financial tasks such as bill payment and payroll processing, along with personal logistics like travel arrangements, so household and financial administration stays organized in one place.</p> <p>For plan sponsors looking for <a href="/auditors/401k">401(k) auditors</a> and other <a href="/retirement-plans">retirement plan providers</a>, Pasquesi Sheppard pairs formal audit work with hands-on support from professionals including Mark N. Zivkovic.</p> <ul> <li>Employee benefit plan audit services</li> <li>Accounting and assurance for organizations</li> <li>Tax planning and preparation</li> <li>Family Office: bill pay, payroll processing, and travel coordination</li> </ul>

Website: https://www.ps.cpa/

Founded: 1975