Business Details
23 Years
experience
Trusted Tax Consulting Services in Glen Ellyn
Blockowicz David J & Associates has built a reputation as a trusted advisor in tax consulting, leveraging over 60 years of combined experience to deliver tailored solutions for individuals and closely held businesses. Our practice focuses on federal income tax, estate tax, gift tax planning, and international tax matters, guided by core principles of professionalism, responsiveness, and technical expertise. We prioritize managing tax risk, controlling costs, and maximizing client benefits through year-round consulting rather than reactive compliance. Our team of seasoned CPAs brings deep industry knowledge from prestigious firms like Arthur Andersen and KPMG, serving high-net-worth clients and executives with complex financial needs. We maintain a client-centric approach, emphasizing transparency and long-term relationships.Our expertise extends to corporate equity programs and retirement plans, particularly for clients affiliated with major corporations like Abbott Labs and Abbvie. We distinguish ourselves through personalized service and a commitment to staying ahead of evolving tax regulations. Our dual offices in Glen Ellyn and Evanston, Illinois, allow us to serve local and international clients with equal dedication. We measure success by the trust clients place in our ability to navigate complex tax landscapes effectively. This legacy of excellence, built over decades, continues to drive our mission of delivering exceptional value to every client engagement.
Services
Individual Tax
Corporate Tax
Partnership Tax
Gift Tax
Trust Tax
Private Foundation Reporting
Business Start-up Planning
Details
- Year established: 2003
Highlights and features
- We offer over 70 years of combined experience in tax consulting.
- Our approach tailors strategies to meet specific client needs.
- We specialize in managing tax risk and maximizing benefits.
- Our team includes CPAs with backgrounds at Arthur Andersen and KPMG.
- We provide expertise in international tax reporting matters.
Associations and certifications
- CPA
Services
Individual Tax
We provide comprehensive individual tax planning and compliance services, focusing on minimizing liabilities through strategic deductions and credits. Our expertise covers complex income sources, investment portfolios, and international tax obligations. Clients benefit from proactive year-round consulting to optimize financial outcomes.
Corporate Tax
Our corporate tax services address compliance and strategic planning for C corporations, S corporations, and partnerships. We specialize in multi-jurisdictional tax challenges, mergers and acquisitions, and international tax implications. Clients receive tailored guidance to reduce exposure while supporting business growth objectives.
Estate Tax Planning
We design customized estate tax strategies to preserve wealth across generations. Services include trust structuring, gift tax optimization, and probate planning. Our approach integrates legal and financial expertise to ensure compliance with evolving regulations while protecting family assets and charitable intentions.
International Tax
Our international tax practice assists clients with cross-border compliance, expatriate assignments, and foreign entity structuring. We coordinate with global networks to address FATCA requirements, transfer pricing, and dual jurisdiction challenges. Clients gain clarity on complex reporting obligations and tax-efficient international operations.
Business Start-up Planning
We guide entrepreneurs through entity selection, tax registration, and financial structuring for new businesses. Our services include cash flow projections, payroll setup, and compliance frameworks. Clients receive strategic advice to establish scalable operations while minimizing initial tax burdens.
People
Alfio C. Tognocchi
Managing Partner
Alfio Tognocchi, CPA, brings 12 years at Arthur Andersen and 4 years as a KPMG tax partner to his role. He specializes in international tax planning and has served Abbott Labs executives for over eight years.
David J. Blockowicz
Managing Partner
David Blockowicz, CPA, spent 25 years at Arthur Andersen, including 13 as a partner. He focuses on corporate and partnership taxation, offering expertise in complex business structures and real estate tax matters.
Tara Fortunato
Professional Tax Consultant
Tara Fortunato, CPA, has over 20 years of experience in tax planning and estate strategies. She joined Blockowicz David J & Associates in 2008 after founding her own practice, specializing in wealth management for high-net-worth families.
Questions
What tax services do you specialize in?
We specialize in individual tax, corporate tax, estate planning, gift tax, international tax matters, and business start-up advisory services.
Do you work with international clients?
Yes, we have extensive experience with cross-border tax compliance, expatriate assignments, and international reporting requirements for individuals and businesses.
How do you help reduce tax liabilities?
We use proactive planning strategies, including deductions optimization, entity structuring, and international tax coordination to minimize liabilities legally.
What experience do you have with corporate executives?
We've served over 25 Abbott Labs and Abbvie executives, providing expertise in corporate equity programs and executive compensation planning.
Can you assist with estate planning?
Yes, we offer comprehensive estate tax planning, including trust structuring, gift tax strategies, and multi-generational wealth preservation solutions.
