LUDWIG & ASSOCIATES, LTD.

LUDWIG & ASSOCIATES, LTD.

Reviews Summary

The consensus highlights exceptional service with consistent 5-star ratings. Reviewers praise the accountant's expertise, thoroughness, and efficiency in handling taxes, even for complex cases. Many appreciate the personalized attention, clear communication, and year-round availability. Clients value the accuracy, timeliness, and stress-free experience, often recommending the service to others. The accountant is noted for going above and beyond, offering financial planning advice, and maintaining trust even with out-of-state clients. Reasonable pricing and friendly professionalism are recurring themes.

About This Listing

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.*

Contact Information

Address

629 S Main St

Lombard, Illinois 60148

Hours

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

Customer Reviews

Every year Mike does our personal and business taxes he becomes more invested and generous. Highly recommend his services on every level!

Mike is awesome to work with. He is knowledgeable about complex tax reporting issues and answers all of my questions. Uploading documents to his web portal is easy and efficient, and I trust him to prepare my return accurately and timely. I am so confident in Mike that I continue to utilize his services even though I no longer reside in the State of Illinois.

Mike has been handling my taxes for several years and provides excellent service. He is extremely timely, accurate and thorough. He has been such a help with my husband's business including handling of his books. I cannot recommend him enough!!

Mike has been managing my taxes/books since 2015. I own a business, combined finances with my spouse, AND I moved out of state (from IL to TX). I thought this year was going to be the most complicated and take the most time, but I was blown away how fast Mike had everything done. In my experience, Mike has been accurate, fast, he has great availability, and is extremely communicative and helpful both during tax season and throughout the year. Although I live in now live Texas, I see absolutely no reason

I have had my taxes done with Mike for many years now. Although I?ve been a college student and am a relatively small client, Mike always gives my tax work plenty of time and attention. Today he must have rechecked and reworked my forms a half dozen times to make sure I?m getting the most I can out of my refund. All the services and filing was done in a concise manner, and made this process incredibly easy and stress free for me. I wouldn?t go to anyone else for filing taxes.

My first visit with Mike Ludwig was today to do my taxes . Everything went very well. I am most impressed and will recommend Mike to friends. He was very thorough in his explanation and review of the completed tax forms, taking the time to answer my questions as we proceeded. . If I have any tax related questions during the year I will not hesitate to contact Mike. EXCELLENT JOB!

Mike is awesome! I can't say enough good things about him. He is professional, warm friendly and knowledgeable. Most important to me is that he is ALWAYS available and answers every question I have, big or small. I trust him with my taxes, my kid's taxes, my mom's taxes and my husband's business taxes. I adore him!

Income tax filing - great service for a very reasonable price! Highly recommend. The owner Michael is friendly, easy to work with, and offers evening and weekend hours. As new clients, we met in late Feb to go over the paperwork for our personal tax return, left it in his hands, and in less than a week he had us ready to file. Answered all questions in as much detail as we wanted. Also offers a full range of other services for financial planning, life insurance, etc.

Michael Ludwig CPA Tax Services was extremely helpful and efficient! My taxes were completed promptly and Michael Ludwig was very knowledgeable regarding different tax savings options as well as guidance on personal wealth management. I would highly recommend Michael Ludwig to friends and family and I will continue engaging Mr Ludwig to complete my tax returns as well as managing my investment portfolio.

I did not realize what a real accountant was until I signed on with Mike. He truly has your best interest at heart. I would highly recommend Ludwig CPA as your go to guy. Thanks again Mike

We?ve known & loved Mike for ages - he?s detail-oriented, thorough & extremely knowledgeable in all areas. We?ve highly recommended him to many friends & acquaintances over the years.

Mike is easy to work with and quick. Saves a ton of headache and money every year!

This guy is great. Reasonable prices and knows his stuff. Even found errors from a firm i left in Wheaton the year prior. You will not be disappointed.

Mike provides terrific customer service and partners with his clients to achieve the best results.

Very knowledgeable. Fast and friendly service. Highly recommend!

Industry professional. Excellent

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.