Background
Carl has been with Rozovics Group, LLP since 2013 and a partner since 2022.
He performs a variety of tax and accounting functions for small and medium
sized businesses in many different industries.
Experience
- Expertise includes corporate, flow-through and individual tax planning
and compliance at the international, federal, and state/local levels - Tax planning strategies to minimize overall taxation
- Provides management consulting to existing clients including business
sales and acquisitions - Strives to improve current bookkeeping and record keeping of clients
- Works with Not For Profit entities to assist with donor reporting
Professional and Community Services
- American Institute of Certified Public Accountants
- Illinois CPA Society
- Cook County Farm Bureau
Education
- Bachelor of Science, Accounting, Concordia University River Forest
- Licensed Certified Public Accountant, Illinois
- Registered Securities Representative, Avantax Financial Services
- Series 7 Exam
- Series 66 Exam