About the Practice

The principal of the firm is Steve Lopata who has professional experience spanning over 25 years. His consulting and accounting practice, located in Highland Park, Illinois, is geared to individuals and small to mid-sized businesses.

Some areas in which this consulting and accounting practice is experienced include;

Business consultations & accounting services,

Business, individual, trust & estate tax planning & compliance,

Client representation in front of the Internal Revenue Service and various other tax authorities,

Business mediation,

Consultations involving various complex business transactions,

Business start-up and organizational structuring,

Real estate transactions including complex like-kind exchanges,

Investment advisory services.

Steve Lopata's professional experiences include;

Financial and investment manager for two Chicago family offices,

Supervisor in the personal wealth management division in the Chicago office of RSM McGladrey, Inc.,

Adjunct accounting instructor at Barat College,

Co-founder of EA Compliance, Inc., a specialty compliance company focused on USA Patriot Act matters,

Independent floor trader and member of the Chicago Board of Trade.

Steve Lopata is an Illinois licensed Certified Public Accountant, a Certified Anti-Money Laundering Specialist, Certified Fraud Examiner and certified by the AICPA as a Personal Financial Specialist. His professional memberships include the American Institute of Certified Public Accountants, Illinois CPA Society, Association of Certified Fraud Examiners and Association of Certified Anti-Money Laundering Specialists. He holds a Bachelor of Science in Business Administration from Drake University.

 

© 2008 Steven L. Lopata, CPA Ltd. ALL RIGHTS RESERVED.