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Hartman & Roehr, Ltd.

Hartman & Roehr, Ltd.

Reviews Summary

The consensus from reviews highlights exceptional service with a professional, knowledgeable, and friendly team. Clients praise the seamless, stress-free tax process, personalized attention, and clear communication. Many appreciate strategic tax planning, timely responses, and ethical guidance. The firm’s expertise in handling complex tax situations and dedication to client satisfaction earns consistent high recommendations. Long-term clients and newcomers alike express strong trust and intent to continue using their services.

About This Listing

Bookkeeping
Audit
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Real Estate
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Audit
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Real Estate
QuickBooks

Contact Information

Address

656 Busse Hwy

Park Ridge, Illinois 60068

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

We have been customers since 2023. We are very pleased with the professionalism of the whole team at Hartman & Roehr LTD. They always have timely responses, and they don't leave any loose ends. Omar is very knowledgeable and ethical . We feel we are in good hands.

This firm has made my life better in so many ways. Omar took his time to go through all the information I needed to know about and understand for my personal and business taxes. The experience didn?t feel like a type of ?in and out? franchise, it felt personalized and genuine. Thank you Hartman and Roehr for making everything so easy and thank you Omar!!

After selling my rental property, I wanted a solid tax plan to mitigate my taxes. Omar at Hartman & Roehr provided a clear and effective strategy, ensuring I understood all my options. His expertise gave me confidence moving forward. Highly recommend their services!

I had a great experience with Hartman and Roehr CPAs. Omar promptly answered my questions about estimated tax payments and suggested strategies like the backdoor Roth conversion that helped me mitigate my taxes. As a new client, the onboarding process was seamless, making everything easy and efficient. I will definitely continue to rely on them for my future tax needs. Highly recommend!

I had an outstanding experience working with Hartman & Roehr CPAs Ltd. and especially with Omar. His deep knowledge and expertise really put me at ease as I navigated some concerns that required an accountant's advice. Omar took the time to explain everything clearly, making the entire process stress-free and efficient. I?ll definitely be turning to this firm for all of my future tax needs?they are truly exceptional and I highly recommend them!

Been using Hartman&Roehr for years and years. Even now that I've moved out of state, they are very responsive and accomodating. I highly recommend Hartman &. Roehr for your CPA.

I had a fantastic experience with Hartman & Roehr, Ltd.! They were professional, knowledgeable, and made the whole tax process smooth and stress-free. I highly recommend them for anyone needing top-notch tax services. Five stars!

I had an excellent experience. The team was professional, knowledgeable, and made the tax process seamless. They took the time to understand my situation and found deductions I hadn?t considered. Highly recommend their services!

Excellent service. They provided clear, professional advice and handled my tax return with great care. Highly recommend for anyone needing reliable tax assistance.

Did my tax returns here this year. Amazing staff, everyone was friendly to deal with. Person who did my return was very professional and communicative. Seamless process. Coming back next year.

Really great service! They were very clear about how to manage my tax return. I highly recommend them to anyone who is in need of getting their taxes done!

I was able to get in before tax season and had someone who was able to put together a web of business taxes, personal, and corporate gains within a few sessions. It was clear they studied my past entries and were ready when our session time came.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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