Profile

We hope to see you at our office and provide an excellent service and answer any questions you might have regarding your financial situation. We not only serve our clients with their tax issues, but also help them achieve their goals with the right approach to future financial planning. We are also happy to review you prior tax returns to verify you have received all possible deductions to maximize the refund.

 

All of our returns include Protection Plus Insurance to cover Audit Assistance and ID Theft Restoration Services.

 

Meet Our Team

Ann R. Wenger E.A.
444 Skokie Blvd Ste 220
Wilmette, IL 60091
main office: 847-629-0001
Fax: 847-847-2717
ann.wenger@cedartaxation.com

Ann Wenger has been in business for 34 years and holds the title “Enrolled Agent” which gives her the authority to represent clients before IRS and resolve all tax issues in question like collections, audits and appeals. Ann specializes in Federal and State income tax returns. Her areas of expertise include but not limited to:

  • Schedule C (self-employed income)
  • Schedule E (rental income)
  • Investment Income
  • Farm income, schedule F and Form 2
  • Form 8938 (foreign financial assets reporting),
  • Fincen
  • Partnerships and S corporation
  • Estate and Trusts returns
  • Gift Tax Returns
  • Amended Returns

Ann is a member of the National Association of Tax Professionals and National Society of Tax Professionals

Juliana Lots
Senior Tax Professional
444 Skokie Blvd Ste 220
Wilmette, IL 60091
cell: 847-219-2035
cedartaxation2@gmail.com

Juliana has been a tax professional for 21 years with HR Block company and holds an MBA from National Louis University. She has been providing superior customer service to all her clients in personal and business tax returns throughout her career. She has been employed with several banking and financial institutions and is proficient in many areas of industry including residential mortgages, personal and business loans, real estate and property management for investment purposes. The areas of expertise include but not limited to:

  • Schedule A (itemized deductions)
  • Schedule B (investment Income: interest and dividends reporting)
  • Schedule C (self employed income) and QBI (qualified business income deduction)
  • Schedule D (capital gains and losses)
  • Schedule E (rental income including long and short term rental properties, business property and vacations rentals)
  • Student Loan interest and Education Credit
  • Schedule 1120 and 1120S (C and S Corporations)
  • Second Look and Amended Returns for new and existing clients
  • New business registration with State and Local entities including the formation of all types of Corporations and Partnerships
  • Reporting taxes in real estate transactions (buying and selling properties for personal and investment purposes)

Juliana is a member of the National Association of Tax Professionals and American Association of Notaries

Jacqueline Fonorow, EA
Enrolled Agent
444 Skokie Blvd Ste 220
Wilmette, IL 60091
JackieFonorow@cedartaxation.com

Jackie Fonorow has been in business for 36 years and holds the title “Enrolled Agent” which gives her the authority to represent clients before IRS and resolve all tax issues in question like collections, audits and appeals. Jackie specializes in Federal and State income tax returns. Her areas of expertise include but not limited to:
• Schedule C (self-employed income)
• Schedule E (rental income)
• Investment Income
• Corporations and Partnerships
• Trust and Estates
• Form 8938 (foreign financial assets reporting),
• Fincen
• Gift Tax Returns
• Amended Returns
• Charitable Organizations

Phyllis Sherman
444 Skokie Blvd Ste 220
Wilmette, IL 60091
Paws.cedartaxation@aol.com

Phyllis has been a Tax Professional for 18 years.  She was employed by H&R Block for 15 years and then worked for 2 years at Cedar Taxation. 

  • Schedule C (self-employed income) and QBI (qualified business income deduction) 
  • Schedule D (capital gains and losses) 
  • Schedule E (rental income including long- and short-term rental properties, business property and vacations rentals) 
  • Schedule 1120 and 1120S (C and S Corporations) 
  • Second Look and Amended Returns for new and existing clients 
  • Partnerships 
  • Trusts