Meet the Rockoff, Harlan, Rasof, Ltd. Team

PARTNERS

Bruce Taylor, CPA

EXPERTISE: Bruce has been practicing for over 35 years and concentrates his practice in real estate and business planning and structure. Bruce also specializes in low-income housing audits for various regulatory agencies, including HUD, RECDS, IHDA, WHEDA, the City of Chicago Department of Housing and various other state agencies. Currently, Mr. Taylor is the supervising partner on over 80 real estate audits performed for various regulatory agencies.

 

EDUCATION: Bruce graduated from DePaul University in 1972 with a degree in Bachelor of Science in commerce with honors and has been with the accounting firm since then.

INTERESTS: Bruce is an avid supporter of the various local sports teams.

                  Phone: (847) 324-5701,  Fax: (847) 324-5702,  E-mail: brucet@rhrcpa.com

Michael Harlan, CPA, CFP

EXPERTISE: Michael has been practicing for over 27 years and concentrates his practice area in real estate related tax planning and business structures, corporate accounting and tax planning for business owners, estate planning and low income housing audits for various regulatory agencies including HUD, Rural Economic Development Services, Illinois Housing and Development Authority, Wisconsin Housing and Economic Development Authority,and the City of Chicago HousingAuthority. His goal is to work with clients and other professionals in his network that he has developed over the years to become more profitable.

EDUCATION: Michael graduated from Drake University in 1983 with a degree in Bachelor of Science in business administration and has been with the accounting firm since then. He has also developed a specialty in personal financial consulting and obtained his CERTIFIED FINANCIAL PLANNER (tm) in July 1990.

INTERESTS: Michael is an avid tennis and racquetball player, golfer, and likes playing basketball. His hobby is salt water fish. Mike enjoys spending time with his family.

                  Phone: (847) 324-5705,  Fax: (847) 324-5706,  E-mail: mike17@rhrcpa.com

Allen H. Weingarten, CPA

EXPERTISE: Allen has been practicing for over 30 years and specializes in providing tax, accounting and consulting services for numerous closely held business entities and their owners. He also provides tax, advisory, and compliance services for individuals and other business entities. Mr. Weingarten also serves as our firm's administrative partner. Mr. Weingarten's priority is to provide a responsive and thorough understanding of his clients' objectives and goals to assist in providing the best possible client service.

EDUCATION: Allen graduated from Pennsylvania State University in 1972 with a degree in Bachelor of Science in Management. He worked in the private sector as a general manager of a manufacturing company and returned to school to attain his C.P.A. in 1981. Allen joined the accounting firm in 1978.

INTERESTS: Allen loves to "hack" away at golf, loves Chicago sports and arts. He has been an officer of a golf league for a number of years and has also been on the board of his townhome association.

                  Phone: (847) 324-5703,  Fax: (847) 324-5704,  E-mail: awein@rhrcpa.com

SENIOR ASSOCIATES

Lester Rockoff, CPA is a co-founder of Rockoff, Rockoff & Company a predecessor of Rockoff, Harlan, Rasof, Ltd.

Mr. Rockoff has been engaged in the general practice of public accounting at the partner level since 1950.

He has been closely involved with management groups of various sized organizations offering guidance on tax planning, succession planning and budgeting, business plans, and various other internal matters.

                  Phone: (847) 324-5715,  Fax: (847) 324-5716,  E-mail: les@rhrcpa.com

MANAGERS

Robert H. Freeman, CPA specializes in real estate development, HUD regulatory audits and audits of real estate organizations. For the 16 years prior to joining Rockoff, Harlan, Rasof Ltd. in 2001, he has been associated with many Chicago area developers, homebuilders and real estate operators. He has experience in audits of complex, multi-layered real estate organizations, tax structuring of real estate transactions, tax free exchanges, lease audits and evaluation of accounting systems and controls. Mr. Freeman also serves as the firm's quality control and audit manager.

                  Phone: (847) 324-5719,  Fax: (847) 324-5720,  E-mail: rfreeman@rhrcpa.com


Andrew Benbow, CPA specializes in A-133 Not For Profit audits and low income housing audits for various regulatory agencies, including HUD, RECDS, IHDA, WHEDA, the City of Chicago Housing Authority and various other state agencies.

                  Phone: (847) 324-5711,  Fax: (847) 324-5712,  E-mail: andrewb@rhrcpa.com


May Luboyeski, CPA specializes in A-133 Not For Profit audits and low income housing audits for various regulatory agencies, including HUD, RECDS, IHDA, WHEDA, the City of Chicago Housing Authority and various other state agencies. Prior to associating with Rockoff, Harlan, Rasof Ltd., Ms. Luboyeski was employed by the AIDS Foundation of San Francisco

                  Phone: (847) 324-5723,  Fax: (847) 324-5724,  E-mail: mayl@rhrcpa.com

STAFF

Carlos Celada

                  Phone: (847) 324-5725,  Fax: (847) 324-5726,  E-mail: ccelada@rhrcpa.com


Eileen Danzy

                  Phone: (847) 324-5731,  Fax: (847) 324-5732,  E-mail: E_Danzy@rhrcpa.com


Karen Harlan

                  Phone: (847) 324-5721,  Fax: (847) 324-5722,  E-mail: k_harlan@rhrcpa.com

How can I increase my refund?

You can increase your refund by doing 2 things. One: have more taxes withheld throughout the year from your earnings or two: increase the amount you
have to write off (see, "what can I write off"). One of the biggest write offs for most people is their mortgage interest paid on a home loan. Bruce also specializes in low-income housing audits for various regulatory agencies.

How can I prevent getting
audited?

There is no way to 100% insure you won't get audited. The only thing that I can suggest in this regard is to make sure you're comfortable
with the numbers you put down in case you have to support them later. I have read that the likelihood of getting audited is < 4%. That's 4 out of 100. You're odds of not getting audited are pretty good.

How do I determine my tax
home?

This is a question that I come across often when working with my travel healthcare professionals. Your tax home is going to be where you maintain
a home and/or where you expect to return after your travel assignment concludes. For a more detailed explanation, see IRS publication 463, tax home.

Is it better to file married filing
joint or married filing separate?

Usually it's going to be better to file married filing joint. However, the numbers have to be run both ways in order to see what will give you the best
result. Only on rare occasions have I seen clients benefit from married filing separately.

What do I need to bring to
prepare my taxes?

Bring all documentation that states "Important Tax Document Enclosed" on the envelope. It's a good idea to forward the preparer a copy of
the prior year tax return just so they can review. Gathering this documentation is a good start.

I live out of state can you
prepare my taxes?

Yes, we work with clients across the country. Your documentation will need to be faxed or emailed to the office and we will schedule a phone
appointment with you to review and finalize your tax return.

What type of records do I keep?

You must keep records that are necessary to determine the correct tax liability under the Sales and Use Tax Law, such as: The normal books of
account (books of account can include information stored on computers) Documents of original entry (for example, bills, receipts, invoices, job orders, contracts, or other documents) supporting the entries in the books of account All schedules or working papers used to prepare your tax returns