All Advisors
Alex Perez

Alex L. Perez

Tax Associate
| Connect with Alex
Specialties
  • Individual Tax Returns
  • Trust Tax Returns
  • Business Tax Returns

Professional Profile

Alex is a tax associate with the firm whose responsibilities include preparing individual, trust and business tax returns for clients. During an internship at another firm, Alex assisted with monthly accounting services in addition to preparing tax returns. He enjoys helping clients achieve their financial goals while planning for the future.

Joined the firm in 2024

Education & Certifications

  • MBA, Rockford University, Rockford, IL
  • B.B.A., Accounting and Business/Management, St. Norbert College, De Pere, WI

Keep up with Anders

Want to keep up with all the latest insights from Anders? Subscribe and receive the information that matters to you.