Dear Valued DFA Clients and Partners,

Since 1981, De Sio, Franzen & Associates, Ltd. has strived to provide trusted guidance and planning to our valued clients. As part of this ongoing commitment, we are excited to announce that our CPA firm will formally align itself with the financial advisory firm, Vertex Planning Partners LLC. Effective January 1, 2018, our firm will be changing its name to Vertex Accounting Partners, LLC. While the name has changed, the level of service you have come to expect from our firm will remain exactly the same:

  • There will be no interruptions in the services provided to you at our busiest time of the year, “Tax Season”.
  • Team members that service your account as well as their contact information will not change.
  • We will continue to work from our offices in Warrenville, IL.

This partnership will enable us to offer you a more unified and comprehensive approach to your accounting and financial needs. As part of the Vertex Partners family, additional expertise in the following financial services will be available:

Individual and Family needs such as:

  • Financial Planning & Fiduciary Services
  • Investment Services & Portfolio Management
  • Estate Planning & Wealth Transfer

Business needs including:

  • Business Entity Selection & Liability Protection
  • Employee Retention & Benefits Consulting
  • Succession Planning

All of the Vertex services will be available at a second location at 3000 Woodcreek Dr., Suite 100, Downers Grove, IL 60515. We look forward to working with you in the coming months as we begin the new year. If you have any questions or concerns or would like more information, please feel free to contact us directly.

Sincerely,


Patrick M. De Sio, CPA, CGMA


Steven P. Franzen, CPA, PFS, CGMA