Itasca Financial Services Firm Continues to Expand

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Fates, Bodily & Parker PLLC merges with Schoen Company

Fates, Bodily & Parker PLLC has merged with Schoen Company, effective January 21, 2020 .

“Fates, Bodily & Parker is delighted to welcome the Schoen Company team to our firm. We are excited about getting to know their clients better and build upon the strong foundational relationships that Bob and his team have made over the years. The wealth of knowledge that Bob brings to the table is deep and his mentorship to our staff will be a great asset.” –Tom Parker, Partner, Fates Bodily & Parker

“We are excited to make the merger with Fates, Bodily & Parker official. We have been working with their staff for over two years and are excited to be able to offer more attention to our clients and expand service offerings. I look forward to getting back to doing more of what I have always loved about this business - connecting with entrepreneurs and helping them navigate tax and accounting issues.” – Bob Schoen Sr., Owner, Schoen Company.

The firm plans to continue its aggressive growth strategy and expansion of services through similar partnerships.

About Schoen Company: Schoen Company was founded in 1979 by Bob Schoen Sr. The company’s motto—We Listen, We Educate, We Plan—has been its pillar for over 40 years. This foundation has helped individuals and businesses, regardless of life stage, reach their financial goals. The company offers wealth management, risk protection, planning assistance for retirement, college, estate, and investment, as well as tax planning and preparation.

About Fates, Bodily & Parker: Fates, Bodily & Parker is a full-service accounting firm that is committed to helping businesses and individuals achieve success by harnessing the extensive professional knowledge of an ever-growing team coupled with the latest technology available. The company provides Outsourced CFO services, Tax Planning and Preparation, Attestation services, Wealth Management, and IRS assistance. For additional information about the company please visit fbpcpa.com.

Media Contact:
Matthew Sharp
Email: mediarelations@fbpcpa.com
Phone: 630-250-9020
Address: 115 W. Orchard Street, Itasca, IL 60143

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