Dale Bugasch & Associates PC CPA

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Dale Bugasch & Associates PC CPA Dale Bugasch & Associates is a local accounting firm located at Lake and Waukegan in Glenview, IL.

We serve individuals and businesses throughout the suburbs and Chicagoland area. We provide accounting, tax and consulting services for small businesses, individuals, trusts/estates, partnerships, etc. We are dedicated to our clients and welcome referrals/new clients! Feel free to contact our office - ask for Dale, Nick or Veronica.

The change means an employee making $192,300 or more will pay about $11,923 in Social Security taxes next year, up from ...
10/21/2026

The change means an employee making $192,300 or more will pay about $11,923 in Social Security taxes next year, up from 2026’s maximum of $11,439, an increase of $484.

Along with a 3.6% cost-of-living adjustment for retirees, people with disabilities and dependents, the Social Security Administration said the payroll tax cap will increase from $184,500 to $192,300.

Here's a great article explaining what's going on with the automatic enrollment for the Trump Accounts.
10/20/2026

Here's a great article explaining what's going on with the automatic enrollment for the Trump Accounts.

Learn what Trump Accounts automatic enrollment means, who can claim an account, and how the separate election for the $1,000 contribution works.

This needs to pass the Senate but it's a step in the right direction...
09/24/2026

This needs to pass the Senate but it's a step in the right direction...

Americans would be able to deduct money lost to fraud and scams from their federal taxes under a bill by U.S. Rep. Max Miller (R-OH) that passed last week in the House of Representatives.

For those taxpayers who haven't received their refunds or are dealing with unresolved IRS issues, IRS staffing losses an...
09/17/2026

For those taxpayers who haven't received their refunds or are dealing with unresolved IRS issues, IRS staffing losses and lack of funding are definitely impacting you.

The IRS processed nearly 99% of individual returns in 2026, but taxpayers with suspended returns, paper filings or problems requiring employee help faced longer waits.

Thank you to all our valued clients - we made it through our extended corporate deadline of 9/15. Now onto the extended ...
09/16/2026

Thank you to all our valued clients - we made it through our extended corporate deadline of 9/15. Now onto the extended individual filing deadline of 10/15. If you are a client on extension, please get your paperwork in ASAP.

If you would like some insight as to 2027 tax brackets - this is a good read...

Any adjustment is meant to combat “bracket creep.”

It's no surprise that pet owners love their pets so much that it affects their financial decisions...
08/20/2026

It's no surprise that pet owners love their pets so much that it affects their financial decisions...

Dogs and cats are more than pets for many Americans, who consider the animals family members. An AICPA survey found that pet owners often budget for their animals, prioritize pet spending, and include pets in estate planning.

Do not ignore IRS notices, particularly ones that threaten or impose liens!
07/22/2026

Do not ignore IRS notices, particularly ones that threaten or impose liens!

Federal tax liens filed by the Internal Revenue Service can impact people's employment and their ability to access credit.

Great article from Kiplinger on when Roth conversions aren't a good idea!
07/17/2026

Great article from Kiplinger on when Roth conversions aren't a good idea!

A Roth conversion is a powerful tax-saving tool, but there are several situations where taking that leap might actually cost you more in the long run.

07/16/2026

Planning for the future means more than just finances.

One important document many families may not be familiar with is the Dartmouth Dementia Directive.

Unlike a traditional healthcare directive, it allows individuals to document their wishes specifically for future care if they develop dementia—while they are still able to make informed decisions.

As CPAs, we often help clients plan for their taxes, retirement, estate transfers, and long-term financial security. We encourage everyone to think about planning for healthcare decisions as well. Having these conversations early can provide clarity for loved ones and ensure your wishes are respected.

If you or a family member are updating your estate plan, consider discussing the Dartmouth Dementia Directive with your attorney and healthcare providers.

Financial planning and life planning go hand in hand.

Send a message to learn more

Have you recently inherited money? If so, make sure you touch base with your CPA and financial/wealth advisor. If you do...
07/08/2026

Have you recently inherited money? If so, make sure you touch base with your CPA and financial/wealth advisor. If you don't already have this team on your side, it's time to connect!

An inheritance isn't "found money," so don't rush to use it or let others push you into making decisions. These five tips can help you manage the money wisely.

Address

1701 E Lake Avenue, Ste 320
Glenview, IL
60025

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 1pm

Telephone

+18474861043

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