Leelyn Smith Tax, LLC

Leelyn Smith Tax, LLC is a tax preparer in Geneva, Illinois. The firm provides a holistic approach to financial planning, offering services that include tax preparation, wealth management, and family office services. With over 115 years of combined experience, the firm has served more than 900 families across 31 states.

The firm utilizes a 360-degree approach to help clients achieve financial independence through personalized plans that address taxes, investments, estate planning, and cash flow. The advisory team operates as fiduciaries, meaning they are legally bound to act in the best interests of their clients. Their professional staff includes CPAs and advisors holding both CFP® and CFA® designations. To manage the complexities of each family's unique situation, the team employs an Agile Project Management approach to monitor and implement evolving needs. The firm maintains a transparent compensation structure with no hidden fees or commissions.

Located on N 3rd St, the office is situated near the Geneva Post Office and the Geneva Historical Society. It is a short walk from the Kane County Courthouse, Geneva City Hall, and Geneva School District 304, and is also close to Fourth Street School Park.

The business maintains well-documented information online and features a well-optimized website that is easily read by search engines.

Leelyn Smith Tax, LLC provides dedicated, personalized financial and tax guidance to families throughout Geneva and beyond.