A local, family-owned financial services firm serving Rockford, IL and the Stateline area. We combine bookkeeping, tax preparation, and wealth management under one roof so our clients never have to choose between quality and convenience.
Mashburn Tax and Wealth Advisors was founded with a simple belief: small business owners in Rockford, IL deserve the same quality of financial guidance that large companies receive, delivered by people who know them and their community.
Too many local businesses were using national online bookkeeping services and getting rotated through teams of strangers who did not know Illinois tax rules, did not understand the Rockford market, and could not meet with them in person when something important came up.
We built a different kind of firm. One that combines hands-on bookkeeping, proactive tax planning, and licensed wealth management in one place, with the same local team every month.
We are based at 611 S Rockford Ave in Rockford, IL and are proud to serve businesses and families throughout Winnebago and Boone County.
We are physically here. You can walk in, sit down, and talk to us. We are not a call center.
You work with the same people who know your business and your situation.
Flat monthly pricing. Clear scope. You always know what you are paying and what you are getting.
Bookkeeping, tax, and wealth management. One team, one set of records, no handoffs.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Mashburn Tax Advisors are not affiliated. Cambridge does not offer tax advice. This communication is strictly intended for individuals residing in the states of IL, TN & WI.
We are not a national firm with a Rockford branch. We are a Rockford firm. Our team lives and works in this community. We know the local business environment, the Illinois tax landscape, and the challenges that Stateline-area businesses face. That local knowledge shows up in every client engagement.
Schedule a free consultation and find out what it is like to have your bookkeeping, taxes, and financial planning handled by the same people.
