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Stolberg & Associates

Tax Preparation and Financial Planning Services

Since 1991, Sara Stolberg has been providing tax and financial advice to her clients in the Chicago area. In addition to her own practice, she assists local CPAs when their workloads exceed their abilities.

Sara is a Certified Financial Planner® Certificant, which means that she has passed numerous certifying exams, obtains high levels of continuing education in the field, and upholds the CFP® Code of Ethics.

If you would like Sara to prepare your individual or trust tax returns, to create a financial plan, or to position your assets so that they accomplish your goals, please contact her by telephone at (847) 325-5554 or by e-mail to set up an appointment.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.