Silver, Lerner, Schwartz & Fertel
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Our firm offers a wide range of services. And our size means our clients get personalized, quality service that is truly at a Higher Level.

As an SLSF client, you will be assigned a team with specific expertise tailored to your company's needs. All services will be performed in a timely and efficient manner to meet all deadlines.

We experience very little turnover at our firm, so you can feel secure in knowing that the SLSF team devoted to your business will be the same familiar faces down the road.

(Click Service Title For Details)

  		• Financial Reporting and Analysis
  		• Tax Planning and Compliance
  		• Wealth Management and Preservation
  		• Strategic Planning
  		• Real Estate Cost Segregation Services
  		• SLSF Investment Services, LLC
  		• Audit Services   
    Financial Reporting and Analysis
    Financial statements, cash flows and forecasts represent the historical and projected scorecards of your business successes, opportunities and decision-making. These tools are instrumental in understanding your business and the challenges you have faced in the past and those expected in the future. We will assist you and your management team in interpreting the financial results and in identifying the operating issues reflected in the numbers. We perform all levels of attestation services and will work closely with your bankers, attorneys and other service providers to ensure timely reporting and compliance.

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    Tax Planning and Compliance
    Successful professionals need to spend their time and focus their energy on running their businesses – not fretting about how tax laws will impact their enterprises. Fortunately, the experienced tax professionals at SLSF are here to navigate the unpredictable tax code for you. Our timely tax planning strategies minimize the impact of income taxes, and in turn, increase cash flow to your business and family.

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    Wealth Management and Preservation
    You work very hard to provide for your family, secure your future and have an enjoyable life. Preserving your wealth with sound financial planning includes timely and relevant advice on investing, life insurance and income and estate planning. As your business and family grow, we will be there to advise you on the best paths to take.

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    Strategic Planning
    Your success is our primary concern. Every business faces challenges and opportunities that can affect short- and long-term decisions. Is your business achieving profitability that exceeds your expectations? What can you do to maintain or increase your annual sales and profits? Where will your industry be in five years? At SLSF, our advanced financial management team will work with you to identify and analyze your company's critical success factors and key performance indicators. If you can measure your success, you can manage and leverage your business.

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    Real Estate Cost Segregation Services
    Your company's real estate holdings constitute a huge capital investment. With SLSF's engineering-based cost segregation studies, you maximize your real property's financial return by generating significant cash flow savings. Our cost segregation professionals generate cash tax savings by carving out shorter-lived assets that are normally embedded in a building's construction or acquisition costs.

    You and SLSF will "mine out" these buried tax savings from:

    • New buildings presently under construction
    • Existing buildings undergoing renovation, remodeling, restoration or expansion
    • Purchases of existing properties
    • Office/facility leasehold improvements and "fit outs."
    • Post-1986 real estate construction, building acquisitions or improvements where no cost segregation study was performed.

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    SLSF Investment Services, LLC
    In 2004 we created our own investment advisory practice which specializes in personal financial planning with an emphasis on investment management. Through our Investment Services practice, we provide our clients with investment advice and explain the tax ramifications of certain investment decisions. We can help you determine which mutual funds and securities best meet your investment goals. Additionally, we will assist you in determining just how much money you will need at retirement and how best to achieve that goal. Working with SLSF Investment Services, LLC enables us to monitor your investments throughout the year, not just at tax time.

    Barry Hertzberg is in charge of our Investment Services practice. He is a certified public accountant, a member of the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society and has been accredited by the AICPA as a Personal Financial Specialist (PFS). Barry has worked as a public accountant for more than 30 years and has been managing client portfolios since 1998.

    You can reach Barry Hertzberg directly at 847.779.6232 or via e-mail at bhertzberg@slsf.com.

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    Audit Services
    We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance. Click here to review our most current Peer Review Letter.

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