Business Details
20 Years
experience
Your Trusted Accounting Partner in Geneva, IL
Loberg & Associates is a Geneva, Illinois-based public accounting firm with an experienced team of dedicated CPAs and staff focused on helping clients navigate the ever-changing tax and accounting world. Our roots run deep within the local community, and our commitment extends beyond balance sheetswe're not just financial allies but neighbors contributing to local well-being. We combine large-firm expertise with the personalized service of a smaller firm, ensuring clients receive accurate guidance tailored to their unique needs. Our team stays current with the latest tax laws, accounting standards, and financial strategies to deliver reliable advice. We specialize in business tax, individual tax, trust & estate tax, reviews & compilations, and tax resolution services for clients nationwide.Our promise centers on dedicated expertise, personalized service, and unwavering commitment to financial success. With over 17 years of leadership from founder Greg Loberg and professionals like Rich Brummet (20 years of experience) and David Wells (16+ years as a CPA), we maintain transparency in all client interactions. Our administrative team ensures seamless communication and support throughout the tax preparation process. We prioritize integrity, professionalism, and client satisfaction above all else, aiming to simplify complex financial situations while fostering lasting relationships built on trust.
Services
Business Tax
Individual Tax
Trust & Estate Tax
Reviews & Compilations
Tax Resolution
Details
- Year established: 2006
Highlights and features
- We have over 17 years of experience running this firm with CPA expertise.
- Our team stays current with the latest tax laws and accounting standards.
- We combine large-firm expertise with personalized service for tailored solutions.
- Our administrative team ensures seamless communication and client support.
- We maintain transparency in all client interactions and prioritize compliance.
Associations and certifications
- Certified Public Accountants
What people say
Absolutely love them
Michelle is great
Highly recommend
Willing to answer questions
Years of service
Services
Business Tax
We provide specialized tax guidance for closely held corporations and partnerships across various industries. Our comprehensive services ensure clients meet tax obligations effectively while identifying savings opportunities. Our team manages compliance needs for S-corporations, C-corporations, partnerships, and nonprofits, encouraging financial growth through strategic planning.
Individual Tax
Our individual tax services cater to diverse demographics and complexity levels, from young adults to seasoned professionals. We focus on accurate return preparation and tax savings while serving clients nationwide through remote platforms. We deliver personalized solutions that ensure compliance and optimize financial well-being regardless of location.
Trust & Estate Tax
We offer expert trust & estate tax services, analyzing unique circumstances to provide personalized advice on income tax reporting. Our expertise includes preparing estate, trust, and gift tax returns, prioritizing accuracy and strategic planning to maximize tax benefits while maintaining full compliance with applicable laws.
Tax Resolution
We specialize in resolving IRS and state tax issues by reviewing notices and developing efficient resolution paths. Our services include audit representation, agency communication, and transparent client dialogue to minimize stress and achieve optimal outcomes in tax resolution matters.
Reviews & Compilations
Our professional review and compilation services ensure financial record accuracy and integrity. We examine statements for accounting standard compliance, offering customized solutions for better financial understanding or standard reporting needs while maintaining transparency and reliability in financial information.
People
Gregory Loberg
Founder, CPA
Gregory Loberg founded the firm in 2006 after 17+ years of large-firm experience. He provides personalized guidance to businesses and individuals, combining technical expertise with accessibility. A University of Illinois graduate, he actively contributes to Geneva's community through local initiatives.
David Wells
CPA
David Wells brings 16+ years of CPA experience, specializing in tailored tax solutions for business and personal clients. A graduate of Illinois Wesleyan University, he focuses on simplifying complex accounting matters while maintaining attention to detail and client accessibility.
Rich Brummet
CPA
Rich Brummet offers 20 years of CPA experience, specializing in small business and individual tax planning. A University of Illinois graduate, he joined Loberg in 2023 after working with national CPA firms, emphasizing relationship-building and strategic financial guidance.
Michelle Tams
Office Manager
Michelle Tams manages administrative operations with 13 years of service at Loberg. She ensures smooth client experiences through seamless communication and support, holding a Data Science Certificate and maintaining a client-centric approach to tax preparation processes.
Steve King
Controller
Steve King oversees accounting functions with over 45 years of financial experience across retail, real estate, and home building industries. A North Central College graduate, he enhances operational processes to deliver exceptional services while maintaining Chicago sports fandom.
Questions
What accounting services do you offer?
We provide business tax, individual tax, trust & estate tax, reviews & compilations, and tax resolution services for clients nationwide.
Do you serve clients outside Illinois?
Yes, we serve clients across the nation using advanced software platforms for seamless remote tax preparation and financial services.
How do you handle tax resolution cases?
We represent clients during IRS audits, communicate with tax agencies, and develop strategic paths to resolve federal and state tax issues.
What makes your firm different?
We combine large-firm expertise with personalized service, prioritizing transparency, compliance, and tailored financial strategies for each client.
