Anthony J. Baldassano, CPA/PFS
Anthony J. Baldassano has extensive experience in tax services, business coaching, and financial consulting, including: business and estate planning, business evaluation, and management services. His experience includes a broad range of industries, including: real estate, whole distributors, trucking companies, retailers, contractors, education, chemical companies, contract manufacturing, farming, home owner associations, and business services. Mr. Baldassano has also provided extensive tax and accounting services for estates, trusts, and family limited partnerships.
Mr. Baldassano graduated cum laude in May 1988 with a Bachelor of Science Degree in Finance from Northern Illinois University. After several years as a Financial Analyst for a Fortune 500 company, he graduated from DePaul University with a Master of Science Degree in Accounting. Before going into practice for himself, Mr. Baldassano worked for a Big Six accounting firm, managed a tax department for a privately held chemical company, and was an operations manager for business start-up.
Mr. Baldassano holds a Certified Public Accounting certificate from the State of Illinois and is a member of the American Institute of Certified Public Accountants.
To broaden his financial background, Mr. Baldassano has passed the Investment Advisor licensing exam and holds the Professional Financial Specialist (PFS) credential, issued only to Certified Public Accountants.
Anthony is also a Small Business Adviser at the Small Business Development Center (SBDC) at Harper College. At the SBDC, Mr. Baldassano counsels entrepreneurs and leads financial workshops to help businesses start, grow and prosper.
His interests include community and professional events, church ministries, and enjoying time with his wife and two young daughters.
What is a PFS?
The AICPA has established a credential for CPAs who specialize in personal financial planning (PFP).
The Personal Financial Specialist (PFS) credential is granted solely to CPAs with considerable PFP education and experience who want to demonstrate their knowledge, skill and experience by earning this exclusive credential.
“A personalized CPA relationship is much more than an understanding of numbers, finances, and taxes.”
-- Anthony Baldassano, CPA/PFS