For over 40 years we have been providing a broad spectrum of professional services to clients of all sizes in many different industries. Beginning with the basic services - Imposed (tax returns, audits) and Desired (projections, forecasts, profitability improvements) - we have always kept an eye open to serving the changing needs of our clients, expanding the scope of our practice as we grew with them.

The people of Weiss & Company LLP are what set us apart. We have assembled a hard-working staff of professionals who combine sound business knowledge with astute financial judgement.

Weiss & Company LLP is a member of the BDO Seidman Alliance, a nationwide network of independently owned local and regional accounting and consulting firms that are part of the BDO Seidman, LLP extended family. As a member of the Alliance, Weiss & Company LLP has access to the resources of an international firm in addition to our own.

Weiss & Company LLP has received recognition for meeting the requirements of the quality control standards established by the AICPA for accounting and auditing practices and conforming with professional standards. Certificate of Recognition

All of the partners of Weiss & Company LLP are members of the American Institute of Certified Public Accountants and the Illinois CPA Society.

Franklyn E. Lee, C.P.A., C.V.A.

Frank is a tax services partner who heads up the firm's tax department. Frank has over 30 years of experience in public accounting and six years of experience with the Internal Revenue Service. He has authored and co-authored several books for Maxwell MacMillian including "The S-Corporation Tax Planning Guide" and "Preparing the 1040 Return," and has published articles in Crain’s Chicago Business, Tax Times and Retirement Planning for Individuals. Frank has worked with a variety of clients in a diversified range of industries. His areas of specialization include: Providing corporate, partnership and individual tax planning advice to a wide range of clients, with a special emphasis on wealth transfer; working with a diverse range of clients in industries such as cable television, construction, manufacturing, entertainment, printing, professional practices and real estate; planning and accounting for closely held businesses, corporate re-organizations, estate and trusts, employee benefit plans, and exempt organizations; providing business valuations for a variety of closely held or family run business; litigation support services. Frank holds a Bachelor of Science degree in Business Administration from Nebraska Wesleyan University. He is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society. He is a Certified Valuation Analyst and a member of the National Association of Certified Valuation Analysts. Frank is also a Registered Investment Representative.

Daniel A. Fortman, C.P.A.

Dan is an assurance services partner who has more than 25 years of accounting and auditing experience. Dan's experience includes a broad range of business matters for clients in a number of industries, principally distribution, entertainment, manufacturing, printing, professional corporations and real estate. His experience includes auditing publicly held corporations and partnerships as well as privately held companies. Dan is responsible for clients ranging from $10 million to $75 million in revenues. Dan’s areas of specialization include: Providing clients with audits and reviews of financial statements; providing corporate, partnership and individual tax planning advice; working with clients in business acquisition and sale transactions including due diligence procedures and deal structuring; managing a diverse practice of clients, all entrepreneurial in approach and requiring creative assistance; planning and accounting for Employee Stock Ownership Plans (ESOPs); providing assurance services for Employee Benefit Plans; litigation support services. Dan holds a Bachelor of Science degree in Accounting from the University of Illinois at Chicago. Dan is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society. Dan is also a Registered Investment Representative and the Vice Chairman of the Village of Hawthorn Woods Park and Recreation committee.

Steven C. Goldberg, C.P.A.

Steve joined the firm in 1978 and has been a partner since 1990 specializing in assurance services. Steve provides accounting, auditing, tax planning and consulting services for closely held businesses. Steve has been involved in financing activities, acquisitions, sales and start-ups for a variety of companies. His experience includes many industries, such as finance companies, professional practices, construction, manufacturing, real estate, entertainment, printing, retail and wholesale. Steve received a Bachelor of Science degree in Accounting from the University of Illinois at Urbana-Champaign. Steve is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society. Steve is also a Registered Investment Representative and is Treasurer of the Northfield Chamber of Commerce.

Lawrence J. Sexauer, C.P.A.

Larry is an assurance services partner who heads up the firm’s accounting and auditing department. Larry has over 25 years of experience in public accounting providing privately held businesses accounting, audit, tax planning, and consulting services. Larry has worked with a broad range of clients in several industries. Larry’s areas of specialization include: Financial reporting for privately held businesses; audit and accounting services for closely held businesses, employee benefit plans, and exempt organizations; assisting clients involved in business acquisition and divestiture transactions; working with a diverse range of clients in industries such as manufacturing, distributions and service organizations; planning and accounting for Employee Stock Ownership Plans (ESOPs); tax planning advice for corporations and individuals. Larry holds a Bachelor of Science degree in Accounting from the Northern Illinois University. Larry is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.

Mark M. Dubinski, C.P.A.

Mark is an assurance services partner who has been with the firm for over 20 years. Mark has worked with clients in a diversified range of industries. Mark’s areas of specialization include: Working with clients who require specialized estate and trust planning services; providing corporate, partnership and individual tax planning advice to a wide range of clients; working with clients in industries such as cable television, construction, investment, professional service, and real estate. Mark holds a Bachelor of Science degree in Accounting from the University of Illinois at Chicago. Mark is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society. Mark is also a Registered Investment Representative. He is a member of the Glenview Chamber of Commerce and Treasurer of Palatine Celtic Soccer.

James L. Hamilton, C.P.A.

Jim is a tax services partner Jim has over 15 years of experience in public accounting in tax planning and compliance. In addition, Jim has five years of experience working in various tax positions in private industry. Jim’s industry experience includes construction, distribution, entertainment, manufacturing, not-for-profits, and professional practices. Jim has worked extensively with S Corporations and Limited Liability Companies in various production and service industries. Jim received his Masters of Business Administration and Bachelor of Science degrees in Economics and Mathematics from Vanderbilt University. Jim is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society. He is a member of the Glenview Chamber of Commerce and is a Board Member of various charitable institutions.

Christopher S. Bozarth, C.P.A.

Chris is a partner who has more than 12 years of accounting, auditing and consulting experience. Chris’ experience includes servicing clients in many industries including distribution, manufacturing, entertainment, construction, not-for-profits, and professional practices. Chris’ areas of specialization include: Providing controllership and consulting services to client’s seeking to outsource functions of their accounting department; assisting clients with accounting software installation and support; consulting related to internal control policy and procedures; providing clients with audits and reviews of financial statements; providing corporate, partnership and individual tax planning advice; accounting for Employee Stock Ownership Plans (ESOPs); providing assurance services for Employee Benefit Plans. Chris received his Bachelor of Business Administration degree in accounting and business administration from Western Michigan University. Chris is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.