Overview
Mark has worked in the international tax group at one of the largest accounting firms in the world, and for two middle-market firms focusing on closely held businesses, serving as a firm-wide resource for partnership and multistate taxation. He primarily works with businesses and organizations across the country and around the world, including manufacturing/distribution, technology and web-based, and construction companies, as well as service firms and medical practices. Mark also works with individuals and tax planning. He has been teaching about tax since 2008 and is currently a teacher at TaxSpeaker.
Experience
In 2004, he co-founded ROI Business Services, LLC, where he led the Taxation and Management Advisory Services group. In 2022, ROI merged with KRD where Mark became a partner in Tax Services. With a focus on partnerships, S-corporations, C-corporations, and multi-state taxation, he also assists business startups, the acquisition and disposition of businesses, international taxation, and real estate.
Mark’s specialties include tax instruction, business consulting, business coaching, multi-state and partnership taxation, international tax, S-corporations, startup businesses, tax planning, individual tax, and accounting for, and assistance with structuring sales/acquisitions of businesses. Known by many as “Coach,” his coaching style is being proactive and positive with his clients, supporting and guiding them in achieving their goals.
Education & Affiliations
Mark earned a Bachelor of Science in Accounting and a Master’s Degree in Taxation from the Gies College of Business – University of Illinois Urbana-Champaign. He is a member of the American Institute of Certified Public Accountants (AICPA), Illinois CPA Society (ILCPAS), MBBI (Business Brokers Association), and XPX. Mark was named a Notable Leader in Accounting, Consulting & Law by Crain’s Chicago Business in September 2024.