Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services, including fee-based asset management accounts held through NFS, LLC are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Mueller Financial Services, Inc.

Mueller Financial Services, Inc. and 1st Global Capital Corp. are unaffiliated entities.

Founded in 1968

Offices in Elgin, St. Charles, Oakbrook Terrace, and Chicago, Illinois

Full service CPA firm with over 100 employees, including 15 partners

Peer review participant

Continuing commitment to professional development

Member of CPAmerica International

www.MuellerCPA.com

Firm Background

Firm Services Overview

Assurance

Audits, Reviews, &

Compilations

Employee Benefit Plan

Audits

Lease Audits

Bank Field Audits

Tax

Corporate & Individual Tax

Returns

State, Local, & International

Tax

Research & Development Tax Credits

Cost Segregation

Studies

Accounting

Certified QuickBooks®

ProAdvisor

Traditional & Outsourced Accounting

Litigation

Business Valuations

Litigation Support

Business Consulting

ProfitMax®

Cash Flow Forecasting

Business Transition Services

Mergers & Acquisitions

Wealth Management

Succession Planning

Estate Planning

Investment Management

“Enhancing the lifetime success of our clients through innovative financial, accounting, and business management services.”

We strongly believe in this business philosophy and maintain an open line of communication and accessibility with our clients, while offering services outside the typical accounting arena to provide a well-rounded approach for businesses and private individuals.

Our Mission Statement

Manufacturing

Construction

Real Estate

Healthcare

Nonprofit Organizations

Professional Services

Public Companies

Industries

Public Company Accounting Oversight Board (PCAOB)

American Institute of Certified Public Accountants (AICPA)

Illinois CPA Society (ICPAS)

AICPA Employee Benefit Plan Audit Quality Center

CPAmerica International

FD Alliance

Professional Memberships

Certifications:• CPA

Education:• B.S. in Accounting, Purdue University

Personal Interests:• Sports (baseball, basketball, softball, racquetball),

music, movies, and reading.

PERSONAL BACKGROUND

I empower businesses with:

• Financial interpretation• Benchmarking• Dynamic planning

I accomplish this through:

• Fresh insight into financial information• Interpreting information into understandable content

• Real time benchmarking• Create a dynamic environment

• Constantly evaluate strategic goals and financial projections• Make key decisions proactively

“Information is power and those without it are vulnerable”

SPECIALTIES

CFO services

Long-term strategic planning

Financial interpretation

Multi-state tax planning

Profitability analysis

SLOT analysis

PAR strategic management

services

Dynamic financial projections

Cash flow forecasting

Timely strategic planning

Empowered decision making

ProfitMax® Services

Real time benchmarking

Trend analysis

Key performance indicators (KPIs)