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.

Jack Katz

100 Tri-State International
Lincolnshire, IL 60069

Tel: 847.941.0225


Audit and Accounting

Areas of Focus

  • Tax planning
  • Retirement and general financial planning for individuals
  • Business management


Construction and Real Estate
Manufacturing and Distribution


University of Illinois
  • Bachelor of science degree in accountancy

Jack Katz, CPA


Jack Katz is a partner at Wipfli LLP with in-depth experience in tax, accounting, auditing, and reporting procedures for real estate- and construction-related entities, manufacturing companies, and nonprofit organizations. Over the years, he has served as a board member for several nonprofit organizations and is familiar with the unique financial and tax issues they face in today’s business environment. Jack also works extensively with professional services corporations in the fields of law, medicine, architecture, and engineering.

Jack’s wealth of knowledge allows him to provide direction on issues ranging from tax strategies to business management. In addition, he specializes in tax planning for individuals as well as retirement and general financial planning.

  • Certified Public Accountant
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member