We know numbers like we know people

Our Mission, Vision, and Values

Our mission is to enable investors, entrepreneurs, business owners, employees, and families to realize their financial goals, safeguard their success, and transition a legacy to the future through the quality delivery of professional accounting, advisory, planning, and tax services.

Our vision is to be perceived and valued by our communities and clients for excellence in our profession and as indispensable members of their team.

We Value

Long Term Relationships – We think in terms of years and generations, not just the immediate season. We build our relationships through genuine interest in our clients and staff, responsiveness to their questions, the anticipation of their needs, and consistent quality delivery of our services. 

Understanding the Big Picture – We stay connected to our client’s overarching goals and use that framework to guide our decisions and actions. 

Appreciation and Attention to Detail — We bring focus, organization, conscientiousness, and observation to everything we do because the right answer often hinges on what is in the details. 

Creativity in Thought – Some challenges are more difficult to solve than others. We look at problems from multiple angles to arrive at the answer that delivers the best benefit. 

Effectiveness in Results – Actions without impact are a waste of time. We work diligently to produce outcomes that support success.

Our Team

Our team is made up of accounting, finance, and tax professionals who have a combined total of more than 150 years of business experience. We have worked in enterprises both large and small, across a wide range of industries. 

Many of us carry professional or educational credentials such as CPA, Enrolled Agent (EA), or Master’s Degrees in Business or taxation. 

We invest in our craft through annual programs of Continuing Professional Education and take a keen interest in current events and trends as they affect our profession and our clients.

Our History

Our firm has roots in Chicago that stretch back to the 1950s. In fact, we still serve some clients who are the successors and descendants of companies and people that our founding firm took care of way back when. 

Today, our present firm is the 10th generation from those early days. We think that is remarkable because it mirrors the experience and aspirations of many of our clients who have left or will leave a legacy for future generations to take care of, build upon, and then pass and pay forward.

Speak with an advisor

At Pavlatos & Louizos, we’re committed to providing excellent service for your personal or business financial goals. Please let us know how we can help!