Open Hours: Monday - Friday 9am - 5pm
From The Traveling Taxman to Porter Tax & Financial Group: Our Journey
Since 1997, Willie Porter & Associates has been a cornerstone of the community, providing personalized financial services to individuals and businesses throughout the Chicago, Indiana, and Wisconsin areas. For the past ten years, our office has been in Matteson, Illinois, just minutes from the I-57 expressway. Our friendly and professional service has often managed to turn the first-time customer into a long-term client, with more than half of our clients having been with Mr. Porter for over ten years.
As we look to the future, we are excited to announce our new name: Porter Tax & Financial Group. This change reflects our expanded commitment to providing a comprehensive suite of financial services to meet the evolving needs of our clients.
Our Founder: Willie Porter
Willie Porter is a Tax Advisor and the sole proprietor of Porter Tax & Financial Group. He has been preparing personal and business tax returns since 1997. Willie holds two master's degrees from Roosevelt University: a Master of Arts in Accounting and a Master of Arts in Organizational Leadership. He is an active member of The National Society of Accountants and The National Association of Tax Professionals.
Many of Mr. Porter’s clients have transitioned through a variety of life changes. He works with them to plan and make proactive changes. He specializes in returns from the simplest to those with complex calculations involving states and international issues. Mr. Porter is an authorized IRS e-file provider. He provides individual tax counseling and year-round guidance for small business operations.
He offers affordable, competitive services with no hidden fees—and to prove it, our price list is posted on our website. Willie is proud of the relationships he’s built over the years with his clients; and he loves to share stories of watching his clients’ children grow into adulthood, and now they’re clients of Porter Tax & Financial Group.
He offers affordable, competitive services with no hidden fees—and to prove it, our price list is posted on our website. Willie is proud of the relationships he’s built over the years with his clients; and he loves to share stories of watching his clients’ children grow into adulthood, and now they’re clients of Porter Tax & Financial Group.
All of our business clients come from referrals.
Meet Our Team
At Porter Tax & Financial Group, we have a dedicated team of four staff members who are committed to providing you with the highest level of service. While Willie Porter handles all tax preparation personally, our team is here to assist you with scheduling, document submission, and any other questions you may have.
Andy Lelo
Financial Advisor
Andy is an Agent, Insurance Service Professional and Registered Representative with NYLife Securities LLC, member FINRA/SIPC. He is a strategic resource for families, retirees, business professionals and entrepreneurs.
Andy has been servicing his clients in the areas of business estate, succession and retirement planning strategies.
With a focus on Life, Long Term Care and Fixed/Variable Annuities, his expertise has proven to be an invaluable asset. Over 200 individuals and their families have benefited by working with Andy as they consider and address the next step in their lives. What this means is Andy takes the time to attain a clear and concise understanding of each individual’s unique circumstances and review and evaluate their specific needs before providing simple and easy to implement solutions.
The Real Benefit for his clients is the confidence and satisfaction they have when embracing a customized solution for PROTECTING and PRESERVING the thing that matters most to them: their families, assets and valued relationships.
Andy received a Bachelor’s in Business Administration from I.S.C.A.E. Casablanca (Morocco) and an MS from East Tennessee State University.
“My intention is to help individuals create and protect wealth, essentially providing them with tools and strategies to positively impact their family tree.”
Let's Continue the Conversation
Ready to take the next step towards financial clarity and success? Contact us today to schedule a consultation.
Phone: (708) 679-9211
Main Branch: 4801 Southwick Drive, Suite 605, Matteson, IL 60443
Second Branch: 113 Liberty Grove Rd, Charlotte, NC 28104
Branch
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