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Key Personnel

Members of our firm are highly educated and trained specifically in the real estate and related industry. All of them have practical industry experience that adds an additional element of expertise to aid you in making critical business decisions.

Joseph A. Tassi – Founder

Donna J. Tassi – Manager

Gretchen K. Sampson – Manager

Thomas E. Ogilvie – Director of Information Technology


JOSEPH A. TASSI
Certified Public Accountant

Prior to founding the firm in 1990, Joe spent 11 years with various national real estate development/investment companies in most areas of the industry. Holding accounting and financial reporting positions through chief financial officer, Joe was instrumental in developing reporting and processing procedures that ensured proper internal controls, logical flow of source documents and utilization of technology that minimized human intervention. Joe was highly involved in the income tax structuring of real estate acquisitions and dispositions. He also developed methodologies in the area of financial due diligence for acquiring properties.

Realizing this experience would be beneficial to the industry as a whole, Joe decided to start his own accounting firm. Joe’s unique blend of practical industry experience coupled with his technical knowledge benefits a range of clients from established companies to individuals looking to acquire their first real estate asset. With the ultimate goal of providing the best service to his clients, Joe has positioned the firm to work in concert with other professionals that the client may employ. Client satisfaction is Joe’s primary directive to his firm.

Joe graduated from DePaul University in 1979 where he earned his bachelor degree in accounting. He is a member of the American Institute of Certified Public Accountants, AICPA Tax Section and the Illinois CPA Society.

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DONNA J. TASSI
Certified Public Accountant

Donna earned her bachelor’s degree in accounting at De Paul University in 1982. She began her career in the manufacturing sector while still attending college. After graduating, Donna quickly advanced to the position of controller managing all accounting functions of a mid-size business.

When Donna’s husband, Joe founded the firm in 1990, she signed on to further her career in the real estate industry. She now works with clients on a daily basis resolving any accounting issues they may have. In addition to working with businesses, Donna also engages in the preparation of individual and corporate tax returns. To help serve her clients more effectively, she has experience using a variety of software packages including Timberline, Yardi and QuickBooks.

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GRETCHEN K. SAMPSON
Certified Public Accountant

Gretchen began her career in public accounting working two years for a mid-size accounting firm in Chicago. Her clients varied from manufacturing to construction/real estate. Gretchen spent the next 10 years employed by various real estate development/construction companies covering most areas of the industry. During this time, Gretchen held various accounting and financial reporting positions through controller and was instrumental in implementation of various computer accounting systems and establishing accounting controls and procedures. She now works with clients on a daily basis resolving any accounting and tax issues that arise. These daily tasks can range from training on site staff to systems implementation to producing financial reports for management. She is also actively involved in the preparation of partnership, corporate and individual tax returns. To help serve her clients more effectively, she has experience using a variety of software packages including Timberline, Yardi, People Soft, Skyline and QuickBooks.

Gretchen graduated from Loyola University in 1991 where she earned her bachelor degree in accounting. She is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.

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THOMAS E. OGLIVIE
Director of Information Technology

Tom earned his bachelor’s degree in MIS (Management Information Systems) from the University of Wisconsin. After graduating in 1991, Tom worked as a systems analyst, eventually being promoted to IS Manager, for a forms manufacture company. During this time Tom was instrumental in the selection and implementation of a new computerized manufacturing system.

Tom advanced his career by joining a consulting firm that provided systems support for small to mid-size companies. He was involved in the day-to-day support and management of several client IS departments. Tom was also instrumental in the development of a state of the art software system for the eye care industry.

In 1997, Tom founded his own consulting firm, Business Solutions and Networking, Inc., which provided systems services to a variety of businesses in various industries including the real estate industry. In 2003 after many years of working with Tassi and Company, Tom and the firm decided to join forces to further advance the professional services already offered by the firm.

Tom’s 15 years of hands on experience in dealing with a variety of software, hardware, networking, administration and problem solving skills is a definite benefit to all clients in today’s technological business world.

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152 E. Main Street, Lake Zurich, IL 60047
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