Meet The Team
Disclaimer and Terms of Use
Disclaimer and Terms of Use
The following Disclaimer and Terms of Use govern your use of this website. By accessing or using this website, you agree to be bound by these terms. If you do not agree, please do not use this site.
1. Informational Purposes Only
The content of this website is provided for general informational purposes only and does not constitute legal advice. The information presented here is not intended to create, and receipt of it does not constitute, an attorney–client relationship. You should not act or rely on any information on this site without seeking the advice of a qualified attorney licensed in your jurisdiction.
2. No Attorney–Client Relationship
Transmission of information through this website, including through the contact form or email links, does not create an attorney–client relationship between you and our firm. Do not send any confidential information until an attorney–client relationship has been established in writing.
3. Attorney Advertising
This website may be considered attorney advertising under the laws and rules of professional conduct of certain jurisdictions. Prior results do not guarantee a similar outcome. Any testimonials or endorsements on this site do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
4. Jurisdictional Limitations
Our attorneys are licensed to practice law only in the jurisdictions listed in their individual attorney profiles. The firm does not seek to represent anyone in any jurisdiction where this site does not comply with applicable laws and ethics rules.
5. External Links
This website may contain links to third-party websites. These links are provided for convenience only, and the firm does not endorse, sponsor, or otherwise approve of the materials appearing in such sites. The firm is not responsible for the content or practices of linked sites.
6. Limitation of Liability
To the fullest extent permitted by law, the firm disclaims all liability with respect to any action taken or not taken based on the contents of this site. This site and all information it contains are provided “AS IS” without warranty of any kind, either express or implied.
7. Changes to Terms
The firm may update or modify these Disclaimer and Terms of Use at any time without prior notice. Your continued use of this site after changes are posted constitutes your acceptance of the updated terms.
8. Contact Information
If you have any questions about these Disclaimer and Terms of Use, please contact us at:
DUGGAN BERTSCH, LLC
303 W. Madison, Suite 1000, Chicago, Illinois 60606
(312) 263-8600
Attn: Chief Technology Officer
Email: jvahey@dugganbertsch.com
Privacy Policy
Privacy Policy
This Privacy Policy describes how DUGGAN BERTSCH, LLC and DB Tax & Accounting, LLC (collectively, “we,” “our,” or “us”) collect, use, and protect the personal information you provide when using our website. By using our website, you consent to the practices described in this policy.
1. Information We Collect
We may collect the following types of information:
– Personal information you provide through contact forms or email (e.g., name, email address, phone number, and any other information you choose to share).
– Technical information automatically collected, such as your IP address, browser type, operating system, referring URLs, and browsing behavior on our site.
– Information collected through cookies and similar technologies (see Section 5).
2. How We Use Your Information
We may use the information we collect for purposes including:
– Responding to your inquiries and providing legal information.
– Scheduling consultations or meetings.
– Improving our website’s performance and user experience.
– Complying with legal and ethical obligations.
3. Sharing of Information
We do not sell, rent, or trade your personal information to third parties. We may share your information only:
– With service providers who assist in operating our website or conducting our business (and only to the extent necessary).
– When required by law, court order, or legal process.
– To protect our rights, safety, or property.
4. Security
We implement reasonable measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.
5. Cookies
Our website may use cookies and similar technologies to enhance your experience and gather information about visitors and visits to our website. You can set your browser to refuse cookies, but some features of the site may not function properly without them.
6. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of such websites. We encourage you to review the privacy policies of those third parties before providing them with your personal information.
7. Children’s Privacy
Our website is not intended for use by children under the age of 13, and we do not knowingly collect personal information from children.
8. Your Rights
Depending on your jurisdiction, you may have rights to access, correct, or delete your personal information, or to object to or restrict certain processing activities. To exercise these rights, please contact us using the details below.
9. Changes to this Policy
We may update this Privacy Policy from time to time without prior notice.
10. Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at:
DUGGAN BERTSCH, LLC
303 W. Madison, Suite 1000, Chicago, Illinois 60606
(312) 263-8600
Attn: Chief Technology Officer
Email: jvahey@dugganbertsch.com
Thank You
RSVP Test
Internship Application Banner
Tax Accounting Intern (Winter)
More About This Position
We are seeking a Tax Accounting Intern to assist us at DBTA for this upcoming winter, 2025, tax season. The timeframe for the internship would be January 7th, 2025 through April 16th, 2025.
DBTA offers a wide array of tax experience, coupled with flexibility and work-life balance, which includes a hybrid in-office model and capped 40 hour work week if the candidate chooses. The internship can also be used as a gateway to a full-time offer (based on performance), in which the candidate could start as early as summer, 2025. Competitive compensation and a family friendly team-based work environment is waiting for the right candidate.
Qualifications:
- Major in Accounting
Responsibilities:
- Preparation of individual, partnership, corporation, tax exempt, and fiduciary tax returns
- Preparation of tax workpapers that accompany tax returns
- Preparation of information returns (1099, 1096, etc.)
- Accounting and bookkeeping preparation using various software
Skills & Personal Qualities:
- Excellent attention to detail and accuracy
- Adaptable and willing to learn new technologies, including tax preparation software
- Ability to work in a paperless working environment
- Strong interpersonal, written and oral communication skills
- Sound organizational, client service and problem-solving skills
Internship Application
Tax Accounting Intern (Winter)
More About This Position
We are seeking a Tax Accounting Intern to assist us at DBTA for this upcoming winter, 2023, tax season. The timeframe for the internship would be January 9, 2023 through April 17, 2023.
DBTA offers a wide array of tax experience, coupled with flexibility and work-life balance, which includes a hybrid in-office model and capped 40 hour work week if the candidate chooses. The internship can also be used as a gateway to a full-time offer (based on performance), in which the candidate could start as early as summer, 2023. Competitive compensation and a family friendly team-based work environment is waiting for the right candidate.
Qualifications:
- Major in Accounting
Responsibilities:
- Preparation of individual, partnership, corporation, tax exempt, and fiduciary tax returns
- Preparation of tax workpapers that accompany tax returns
- Preparation of information returns (1099, 1096, etc.)
- Accounting and bookkeeping preparation using various software
Skills & Personal Qualities:
- Excellent attention to detail and accuracy
- Adaptable and willing to learn new technologies, including tax preparation software
- Ability to work in a paperless working environment
- Strong interpersonal, written and oral communication skills
- Sound organizational, client service and problem-solving skills
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Staff Accountant
Staff Accountant
More About This Position
We are seeking an accountant who can demonstrate attention to detail, strong organizational and client service skills, problem solving skills and the ability to work in a semi-autonomous manner. The right person for this position will be involved with tax compliance and preparation, accounting, preparation of financial statements as well as some marketing. Must have a strong ability to meet deadlines and be willing to work longer hours during tax season.
A competitive salary/bonus structure, generous benefits, advancement opportunities, and a family friendly team based work environment will be available to the right candidate. Intellectual curiosity and ability to grow and develop are highly encouraged and sought after. A Bachelor of Science in Accounting, a CPA certificate, and 1-3 years of experience are preferred.
Senior Tax Staff Accountant
Senior Tax Staff Accountant
More About This Position
We are seeking an accountant who can demonstrate attention to detail, strong organizational and client service skills, problem solving skills and the ability to work in a semi-autonomous manner. The right person for this position will be involved with tax compliance and preparation, accounting, preparation of financial statements as well as some marketing. Must have a strong ability to meet deadlines and be willing to work longer hours during tax season.
A competitive salary/bonus structure, generous benefits, advancement opportunities, and a family friendly team based work environment will be available to the right candidate. Intellectual curiosity and ability to grow and develop are highly encouraged and sought after. A Bachelor of Science in Accounting, a CPA certificate, and 3-6 years of experience are preferred.
Executive Legal Assistant
Executive Legal Assistant
More About This Position
We are seeking a candidate for administrative, organizational, and professional support. Someone who demonstrates strong attention to detail, organizational skills and problem solving skills. The candidate must be very comfortable with technology and the use of software programs (primarily PowerPoint, Excel and Word). Litigation support experience a plus. Strong ability to meet deadlines and effectively manage schedule and travel. Must have the ability to work effectively in a small firm environment without direct supervision. Bachelor’s Degree Required.
BANATHY, ANDREW J.
Andrew J. Banathy
Meet The Team
Andrew J. Banathy is an associate attorney focusing his practice primarily in the areas of business and corporate law, estate and wealth transfer planning, trust and estate administration, and commercial litigation. Andrew counsels clients on ways to implement comprehensive estate and business entity planning, the creation of family office structures and vehicles, business succession planning, and corporate compliance, maintenance, and governance. His practice further entails representations and negotiations related to a broad range of business and corporate transactions. Andrew earned his Juris Doctorate Degree from Loyola University Chicago School of Law, graduating with a Certificate in Tax Law. He earned his Bachelor of Science Degree in Finance from Case Western Reserve University in Cleveland, Ohio.
Mr. Bertsch frequently lectures throughout the country on a wide array of subjects including the following:
- “5-Minute Law School for Entrepreneurs” IgniteChicago
- “Asset Protection Strategies for Internet Affiliate Marketers” Chicago Affiliate Meet-Up
- “Using LLCs in Estate Planning” YLS–Estate Planning Committee of the Chicago Bar Association
- “Fiduciary Income Taxation: The Dreaded Form 1041” Probate and Practice Committee of the Chicago Bar Association
- “Asset Protection and Estate Planning 101: How APNs Can Benefit From the Basics” APN Midwest Conference
- “Protecting Your Money & Your Family: Estate Planning & Asset Protection for CRNAs” NorthShore University Health System
Publications AND FIRM NEWS
Open House
Due to unforeseen circumstances, DBTA Open House for WEDNESDAY, OCTOBER 25TH has been Postponed. We apologize for any inconvenience this may cause and appreciate your understanding. Thank you for your interest and understanding.
Alert: Qualified Opportunity Zone Funds
Summary As part of the Tax Cuts and Jobs Act of 2017 (TCJA), a new community and economic development program was enacted under Section 1400Z-1 & 1400Z-2 that garnered little attention at the time of passage, but which now appears to be causing high net worth investors and the investment community at large to take […]
IRS TO ALLOW MOST TAXPAYERS TO DEFER PAYING 2019 TAXES ON APRIL 15, 2020 DUE TO COVID-19
Treasury Secretary Steven Mnuchin, speaking at a coronavirus news conference today, announced that individuals who owe taxes to the IRS can defer up to $1 million, and corporations can defer up to $10 million in payments, for a period of 90 days from the April 15th deadline. At this point, the deferral applies to the income taxes owed, and there does not appear […]
DB Alert: 2019 Payment and Filing Deadlines
As we previously alerted our clients and friends, the Internal Revenue Service has postponed the tax payment deadlines for calendar year taxpayers until July 15, 2020 provided that the amounts owed did not exceed certain levels (prior alert); however, the tax filing deadline itself was not automatically extended under this prior guidance Recent guidance just […]
Paycheck Protection Program Flexibility Act: Forgiveness Relief
Last week Congress passed H.R. 7010, the Paycheck Protection Program Flexibility Act of 2020 (PFA), significantly amending certain provisions in the Paycheck Protection Program (PPP) relating to a borrower’s loan forgiveness relief requirements. The President subsequently signed the PFA legislation into law which provides PPP borrowers with the following favorable modifications that should enable more, […]
Significant Estate, Gift, and Income Tax Changes Proposed Under The “Build Back Better Act”
On September 13, 2021, the House Ways and Means Committee released a proposed tax bill (House proposal) as part of the Biden administration’s “Build Back Better Act.” The segments of the proposed bill discussed below highlight important changes to the way trusts, estates, and individuals could be taxed. However, it is important to note that […]
For the 99.5% Act
In late March, the “For the 99.5% Act” (the “Act”) was introduced to Congress. The Act contains several additions, removals, and amendments to the Internal Revenue Code that would significantly alter estate and business planning practices. The changes, if enacted, that would be most relevant to comprehensive planning for the private client are summarized below. […]






