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Wm. Briggs & Company, Ltd.

Wm. Briggs & Company, Ltd.

Reviews Summary

The overwhelming consensus is extremely positive, with most reviewers praising exceptional expertise, professionalism, and decades of reliable service. Clients highlight thorough tax preparation, personal attention, quick responsiveness, and significant financial benefits compared to alternatives. Long-term clients (20+ years) consistently commend the accountant's deep knowledge, availability, and care for both business and personal tax needs. A single negative review mentions rejection based on location after initial interest. The firm is widely recommended for its combination of big-firm expertise with personalized, detail-oriented service.

About This Listing

Accounting
Tax Preparation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Local Tax Credits
Years of Practice
CPA License
In-person Support

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

Accounting
Tax Preparation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Local Tax Credits
Years of Practice
CPA License
In-person Support

Contact Information

Address

900 N Shore Dr Ste 215

Lake Bluff, Illinois 60044

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've been going to Mr. Briggs for the past three years for my elderly mom's taxes. He and Kim have been extremely patient and helpful.

William Briggs has provided expert, professional service in the preparation of our federal and state taxes. Mr. Briggs is thorough in his preparation and welcomes questions about the complex nature of our tax system. He is personally engaging and sensitive to the financial concerns of his clients. Not only does he spend as much time as necessary in acquiring the information he needs to perform his service, he understands the normal anxieties that accompany citizens in the preparation of their tax returns

I met with Mr. Briggs on 2/3/17 for a business tax return consultation. He was very professional and thorough during our meeting. I left the meeting feeling confident that my tax information was in good hands. I would recommend Mr. Briggs to anyone like myself - a business owner who isn't an expert in taxes and wants them done right. Mr. Briggs is an experienced expert and I'm glad I chose his firm's services.

Mr. Briggs is the most professional and attentive accountants that I have ever had the pleasure of working with. His experience and diligence in this field are second to none. I've been a client for years and would never consider going anywhere else. He's easy to reach and to work with. An exemplary professional in the field of accounting.

Bill Briggs is a top drawer CPA. He provides "Big Accounting" experience and expertise to all his clients regardless of size or complexity. His attention to detail and personal service is exemplary.

Bill Briggs is the best CPA in the North Shore of Chicago. I have been a partner in 2 top ten public accounting firms over the past 20 years but I still use Bill to do my personal and other business returns. I would highly recommend Wm. Briggs & Company!

I have been doing my own taxes for nearly 20 years. Recently I started feeling that the popular online tool I was using not meeting my needs. I decided to look around for a tax service and saw Wm. Briggs & Co. online and decided to try them. Wm. Briggs provided professional services far above my expectations. They were fast, personable, and extremely knowledgeable. He increased my return over what the online tool identified by a lot. I had him do my LLC's return too because of the positive personal ta

Bill has been our accountant for many years and his service remains second to none. He is a true expert. He handles both our business and personal tax needs with extreme care, knowledge and professionalism. We cannot recommend Wm. Briggs & Co. enough! Thank you, Bill!

From the original phone call to conclusion of all my concerns, I was treated professionally and with kindness. The knowledgeable assistance I received earned my confidence and trust. I received amazing results when correcting another firm?s work. I recommend Mr. Briggs for any and all accounting needs.

Have been a business client 40+ years. Mr. Briggs is extremely knowledgeable in the field and is always available for a question. The staff is always pleasant and all work is completed in a timely and most professional manner.

Called to set up an appointment to have them handle personal taxes for my wife and I. Moved here last year for her job. Was on the phone for 15 minutes giving our info, and going over when we can come in. Was told there was plenty of spots over the next couple weeks. Perfect. Then I was asked where we live. I said Waukegan. Currently renting while we search for a home. Soon as I said that, I was told ?we are busy and can?t take on anymore clients?. What!? Why did you waste my time? Is my current zip code no

Bill has been doing our accounting for 20+ years and has been doing an excellent job. He always answers his phone and is readily available to answer our questions. He's one professional we highly recommend for accounting services.

I have used Bill Briggs for 25 years! Great personal service and someone who cares about doing the best job possible.

I have worked with Bill Briggs for 8 years and a small entrepreneurial business could not ask for a better, more savvy CPA to partner with.

Bill understands our tax situation and is always ready for us year after year!

Excellent representation, really knows his stuff. We have been clients for 20+ years

Detailed and knowledgeable! Great to work with a company that cares about my business

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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