About Us

Multi-Generational & Family-Owned

Our client base is diverse. We provide tax, accounting, and financial consulting services to small and medium sized business enterprises with revenues up to $100 million. We have extensive experience working with client organizations in the construction, real estate, retail, service, and manufacturing industries. We also serve a variety of nonprofit organizations such as trade associations and business associations. Additionally, we work with individuals and families. Whether you're just starting your wealth building journey or nearing the important transition from accumulation to distribution for retirement, we can serve you.

We are passionate about three things to help businesses find the success they desire: Simplifcation, working as a team, and the right solutions.

Simplifying Complexities & Making Our Clients' Lives Better & Easier

Running a business is challenging. You work hard to serve your clients and your employees, and it’s a big responsibility. It’s complicated. We’re committed to standing in this gap for business owners, so you have the freedom and support to pursue your vision for your company and employees.

A Trusted Team to Unlock Your Vision for Success

At Coleman & Associates, we believe in personalized care, building trust and nurturing genuine relationships with our clients. Our team has both financial professionals and CPAs, equipping us with a blend of expertise and relational care. We invest the time to truly understand your situation, ensuring that your financial strategies align seamlessly with your values and goals.

Supporting Businesses & Individuals Through Integrated Tax, Accounting, & Financial Services

Our integrated approach is designed to offer everything you need in one place - including tax and accounting services - ensuring an integrated plan. We're here to streamline your financial journey, providing comprehensive solutions that help you make more informed decisions with ease.

Your Experienced Financial Team

Get to know the dedicated financial experts at Coleman & Associates. We foster long-lasting connections and offer guidance tailored to help you realize the future you envision. Our greater team is composed of both financial professionals and CPAs, offering a distinctive combination of extensive knowledge and genuine personal attention.

Rebecca M. Coleman

Registered Representative &
Investment Adviser Representative

Phone: 773-444-3105
Email: rebecca.coleman@ceterafs.com

Get to Know Rebecca

Patricia Maher

Client Service Associate

Phone: 773-444-3106
Email: patricia.maher@ceterafs.com

Get to Know Patricia

Our Core Values

Your needs and goals are at the forefront of everything we do. Our core values reflect that. We are dedicated to nurturing these values every day to help you focus on what matters most.

Reliable trusted team of advisors in your corner

We believe in leveraging our education and training to provide valuable information and advice. We work together as a team so our clients have the answers they need and the support to build what they desire.

Make clients’ lives better & easier

We believe in simplifying the complexities business owners face. By providing everything they need in one place, we make our clients’ lives easier and ensure integrated, holistic business planning.

Provide committed, relational care

We’re committed to both integrated solutions and genuine connections. As both financial professionals and CPAs, we provide a unique blend of wide-ranging expertise and relational care.

Supporting Coleman & Associates

About Cetera & Pershing

Have Tax, Bookkeeping, or Payroll Needs?

When you outsource your accounting work to us, it’s like having a trusted advisor on staff. Our team handles all of your day-to-day accounting tasks so you can focus on what’s important—running your business. Want to learn more? Visit us at colemancpas.com.

Visit the Coleman Tax & Accounting Site