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METCAP AND ITS PARTNERS-THE SHORTEST DISTANCE BETWEEN YOU AND YOUR FINANCIAL GOALS

PROFESSIONAL TAX AND ACCOUNTING MANAGEMENT

No matter how successful a business is in the marketplace, that success first needs the secure foundation provided by a comprehensive tax and accounting plan. At Metropolitan Capital Bank (MetCap), our partnership with CBIZ Accounting and Tax & Advisory Services (formerly Philip Rootberg & Company) can help you to ensure that the most detailed, effective tax strategy available are integrated into your business's Capital Accumulation Plan (CAP).

CBIZ Accounting, Tax & Advisory Services
Combining innovative thinking with a distinctive personal touch, CBIZ provides services and products that are truly unique…Unique because they listen, obtain a thorough understanding of your needs and then work creatively to provide meaningful and functional solutions…Unique because CBIZ takes a proactive interest in each client's success.

Tax Services
When it comes to tax laws, only one thing remains constant - change. CBIZ tax professionals work closely with you to identify and evaluate tax-planning opportunities and assist in minimizing your income tax burden. CBIZ's extensive experience, timely response and comprehensive range of technical skills allow us to assist with a broad range of tax matters and issues.

CBIZ's experts provide quality service in the following areas: corporations, partnerships, LLCs, estates, trusts and tax exempt organizations.

Advisory Services
CBIZ shares in your pride and vision. To ensure they are able to provide you with a long-term business advantage and valuable solutions for critical issues, CBIZ offers a full spectrum of advisory services.

CBIZ's experts provide quality service in the following areas: business planning, estate & retirement planning, succession planning, business valuation services, litigation support, outsourcing services, corporate recovery expertise.

For a complete description of these services, contact your PCM or visit the CBIZ website www.cbiz.com

For more information on MetCap's Professional Tax and Accounting Services, please contact your Private Capital Manager. To obtain a PCM, please contact Richard Keneman, Principal Private Capital Manager, at 312.640.2350

› Why We Partner

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› Private Capital Manager

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Capital Accumulation Plan
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