Meet the Team

Richard A. Burwitz, Julie A. Sostak, and August E. Werner III have been providing quality service to clients for a combined 50 years, specializing in tax research, accounting, bookkeeping, tax planning and management consulting services to clients in a variety of industries.

Richard A. Burwitz


Rick has over 20 years of experience helping clients with complicated tax issues, proactive tax planning, and management advisory services. His area of expertise include individual income tax, as well as Subchapter S Corporation, Partnership, and LLC taxation. He is also experienced in estate, gift and trust tax matters. Rick graduated cum laude from Southern Illinois University Carbondale in 1989 and received his MBA from Southern Illinois University Edwardsville in 1995.

My clients look to me as an expert and advisor when it comes to their financial success. To help them achieve this, I follow three primary goals: understand core problem areas, investigate root causes, and maximize profits while minimizing taxes.”

Julie A. Sostak


Julie’s outsourced accounting services offer financial and managerial solutions to meet the specific needs of businesses. With over 20 years of experience, she has worked with small to midsized private companies in the role of CFO and Controller. In addition, she offers transactional services such as vendor disbursements, customer invoicing and cash receipts. Julie is a QuickBooks ProAdvisor providing expertise in QuickBooks setup, implementation, training and ongoing support. Julie offers financial and managerial support to business owners in alignment with their unique business needs.

My first priority when working with any client is providing quality service. Each client I serve has unique needs. It is my goal to not only meet those needs, but also to always exceed their expectations and provided added value to their business.”

August E. Werner III


August has over 10 years of experience providing his clients with comprehensive tax and accounting services. His diversified background gives him the ability to guide his clients through complex tax compliance and planning issues, including succession planning, among individuals, estates, trusts and business activities. He offers extensive knowledge of business ownership in relation to entity selection, tax implications, and management structure with S Corporation, Partnerships and LLCs. August provides a personal level of service tailored to meet the individual needs and personal financial goals of every client.