Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Joe Folisi

625 N. North Court
Palatine, IL 60067

Tel: 847.358.1170


Private Client Services

Areas of Focus

  • Small business advisory services
  • Tax planning and preparation for individuals and businesses


DePaul University
  • Master of business administration degree in public accounting
Loyola University
  • Bachelor of business administration degree with a major in public accounting

Joseph C. Folisi, CPA, CFP(R)


Joe Folisi is a director providing tax and business consulting services to privately owned businesses in various industries. With more than 40 years of experience in working with small to medium-sized businesses in the areas of financial, business, and personal income tax planning, he helps clients minimize their income tax burden, plan for retirement, and keep more of what they make.


  • Certified Public Accountant
  • Certified Financial Planner®

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member
  • Greater O’Hare Networking Executives - Member
  • Various community organizations - Member