The award recipients are determined through a survey administered by QMI Research, which targets high-net-worth households and registered financial services representatives. Wealth managers are evaluated by households based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, whether the wealth manager meets client financial objectives, post sale service, quality of recommendations, and overall satisfaction. Peer respondents evaluate wealth managers based on three criteria: integrity, knowledge/expertise, and overall reputation.
Mark Mirsky has been a CPA for 19 years, and has a Master’s in Taxation from University of Illinois, Urbana-Champaign. He concentrates on partnership, S corporation, and multistate taxation, as well as assisting business startups, the acquisition and disposition of businesses, research and experimentation credit studies, international taxation, and real estate tax. Mirsky is a frequent speaker, and most recently taught at the AICPA National Tax Education Program on the topics of S Corporate, C Corporate, and Partnership Taxation. Mirsky is a member of the AICPA, ILCPAS, and an Associate Board Member of the Bartlett Chamber of Commerce.
“It’s an honor to receive this award for a second consecutive year. For me, it reflects the values and standards we have put in place at ROI Business Services, and I’m extremely grateful that I have a competent, trustworthy team of people working alongside me here,” Mirsky stated.
ROI Business Services, LLC provides tax and accounting services to individuals and businesses, and aim to educate clients while bringing a high level of expertise to tax planning. ROI Business Services was founded in 2004 by Michael Sutcliffe and Mark Mirsky, and is based in Bartlett, Illinois. You can learn more at www.ROIBusinessServices.com
The Five Star Professional Wealth Managers Award is in the November 2011 issue of Chicago Magazine. You can learn more about the award and research process at: www.fivestarprofessional.com/