Alan Sanchez, CPA

We’ve been using Alan since 1987 or 1988. Over the years we’ve bought and sold real estate, invested in stocks and mutual funds and dealt with inheritance and estate issues.
Alan is all the things that a good accountant should be: thorough, detail oriented and knowledgeable. When we drop off our return his assistant goes through a list of questions: have we bought or sold any real estate, have we bought a car, is there any change in marital status or number of dependents, etc. just so we don’t miss any tax deductions. He’s always on top of the latest changes in the IRS tax code and he e-​files our returns. I referred him to a friend of mine and she thinks he’s great.
More than that, Alan takes it a step further. When we pick up our tax return the office includes a pre-​addressed envelope to the IRS and Illinois Department of Revenue. We just need to put on a stamp and mail it in. If we have questions during tax season or during the rest of the year we can always call him. If he’s not available he returns phone calls within a day. He’s patient and explains things in a way we can understand.
He is available for financial planning and charges us a flat rate of $ 95.00 per half hour. He doesn’t offer investment services as far as buying or selling stocks, etc. so we feel that his advice is objective.

THE best! Alan is a hell of a nice guy and he will walk you through your taxes and explain it all. Best tax guy I’ve ever had!!!

Alan has been my accountant since 1999 so I really should have posted this review a long time ago. Since I’m self-​employed in the arts, I’ve always felt that preparing my own taxes would be a risky affair. He has never even blinked at the random array of income and expenses that I present to him for tax preparation, not to mention life-​changing events like home, child, education costs, etc. I trust him every year to file my taxes in a responsible, personalized, and fair manner. I have recommended him probably three dozen times or more over the years. His fees have increased over time but that seems par for the course. I wouldn’t go to anyone else.

I was hesitant to go to an Accountant and usually go the cheap route of using TaxCut. Wow I’m glad I did! Thanks to all his thoughtful questions and attention to detail, he got me an almost 6k refund. When I did it later at home on TaxCut, I would have only gotten $ 1500! Alan has a great attention to detail and left me glad I saw him.