At Kirkby, Phelan & Associates our business is relationship-driven. We take pride in understanding our clients' needs and providing them with superior service and financial guidance. As a result, we are honored by the many referrals that we receive from our clients.
As a customer, I see two products you offer. One is a great customer service and the other is great customer satisfaction. That is really what you're selling in your business, and you're doing a great job.
Whenever I refer my clients to Mary Beth for accounting and tax preparation services I know that they will receive top-notch advice, prompt assistance and an advisor who is a pleasure to work with. Mary Beth has a unique ability to put people at ease while instilling deserved confidence in her trustworthy advice. I recommend her without hesitation.
Jeffrey Van Dyke, Attorney
Office of Jeffrey R. Van Dyke, PC
I believe it was in 1969 or 1970 in his little place on Roselle Road where I became one of Steve Kirkby's very first clients. He not only took care of my personal finances but got me through some very rough times with my boutique in Schaumburg. I was sad the day Steve passed away. David contacted me to advise that his dad would want him to be my financial contact. I am so proud of Kirkby, Phelan & Associates and the expertise of the entire staff but most of all, I am blessed that David is now considered one of my very dear friends.
My relationship with Kirkby, Phelan & Associates goes back to 1977. Initially Steve Kirkby took on the task of managing my tax returns and ME! He always liked a challenge. Since then I have benefited greatly from his expertise and now David & Mary Beth have taken on the task and share the load. In the beginning I thought I knew it all. Fortunately Steve and now David and Mary Beth have shown me the way to financial growth and stability. The Association is very professional, to the point I do not make a move without consulting them. During the years I have moved around the country, but my Financial "house" is still in Illinois. It is a very professional 'house' with a family touch.