Firm Profile

At Edelheit & Edelheit, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to close, personal attention for each one of our clients, and promise to offer this all while consulting and advising on your most significant financial challenges. Years of advanced training, coupled with a high level of tecnical skills and financial acumen, assures that you are not only getting personal attention, but solid advise grounded by solid experience.

Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Industry Specializations - Insurance Agencies and Brokerages

While all of our clients are equally important to us, we have developed a significant practice in insurance agencies and brokerages from years of delivering focused and specialized services to this unique industry niche. In the Chicagoland area, nearly 25 agencies – small and large – call on us for attentive and specialized agency accounting and consulting services. Services include compliance reviews, profit enhancement, entity structuring, tax planning, perpetuation planning, M&A, forensic accounting, audit/review/compilations, and agency valuations.

Download our recent article: Perpetuation Planning for your Insurance Agency (PDF)

Download our Insurance Agency Services Sheet (PDF)

Download our Agency In-Trust Calculation Form (PDF)

INDUSTRY SPECIALIZATIONS-HEALTH CARE PRACTITIONERS AND HEALTH CARE PRACTICES

Lawrence (Larry) Edelheit CPA MBA CFE has served the health care industry for over 30 years. Our firm's focus is on bookkeeping, accounting, consulting and tax return preparation to small and medium size health care practitioners with an emphasis on optometric practices. We establish and monitor fraud prevention policies and proceedures to protect the practitoner's assets. Our services include, but are not limited to, compliance reviews, profit enhancement, entity structuring, tax planning, perpetuation planning, compilations and business valuations.