Scalztti Financial Services has always been a family run and operated business. Guy and Tommie Lou Scalzitti started preparing tax returns for friends and family in 1968. They worked from the kitchen table at night and on the weekends, since they were both working their
traditional 9 to 5 jobs.
When they retired from their full time jobs, the business grew by leaps and bounds. Guy obtained health and life insurance licenses and became a Notary Public. Patti joined the operation in 1990 and has provided great service and support since day 1. She has taken on many responsibilities within the organization over the years.
Upon retiring from the Navy, Guy's son Larry and his family moved to Lake Zurich. Around that time, Guy and Tommie were doing all tax returns by hand. Larry started teaching Guy how to use a computer and then how to use a tax software program. After 5 years of teaching mathematics full time, Larry switched to part time and began actively working in the tax practice.
In 2005, Larry left teaching behind and started doing tax work full time. Like Guy had done, Larry also obtained a life and health insurance license and became a Notary Public. In addition to offering insurance and annuity products, we also offer financial coaching and budget counseling.
Guy retired after the 2008 tax season, but remained an active participant in the practice, serving as the "Tax Man Emeritus," until his death in 2013. Larry's wife Judy started working in the tax business around 2000 and supervises our out of state clients and helps at the Lake Zurich office. Tommie remained active in the business until 2019 and was always available to chat with long time clients and friends. Heather, Larry's daughter -in-law, joined the firm in 2017 and provides support at the Lake Zurich office.
Everyone here takes the time to get to know the clients. We make sure we understand your individual situation, and offer our help in navigating not only taxes but investments and insurance as well. We take the time to make sure that all the information we have entered is complete and correct. We will answer any and all questions and have made a commitment to quality over quantity. We are a relationship centered business. We are lucky to have a loyal client base and only take referrals and interesting cases. We are not the biggest company, but one of the best!
In the Lake Zurich, you become part of our family, and that means we strive to provide you the same level of caring and considerate service we give our own relatives.