Tax planning and preparation for every kind of return.
Individuals, corporations, partnerships and LLCs — prepared accurately, explained clearly, and filed electronically for free.
Individual tax consulting, planning & preparation
Whether you have a single W-2 or a mix of wages, investments, rental property and side income, we prepare your federal and Illinois returns with care — and look for every credit and deduction you’re entitled to.
- Federal 1040 and Illinois IL-1040 returns, including multi-state filers
- Retirees, Social Security and pension income — including whether you need to file at all
- Investment, rental property and self-employment income
- Year-round planning: withholding check-ups and estimated payments
Business tax returns for every structure
We prepare and plan for all five major business filing types, and we coordinate your business and personal returns so nothing falls through the cracks.
Multi-year tax assistance
Behind on filing? It happens more often than you’d think. We help you gather what’s needed, prepare prior-year returns, and work with the IRS and Illinois Department of Revenue to get you current — often with less stress and cost than you feared.
Free electronic filing
Every return we prepare is filed electronically at no extra charge, with refunds direct-deposited into your bank account — the fastest, safest way to get your money.
What to bring to your tax appointment
Not sure you have everything? Bring what you have — we’ll tell you what’s missing.
Personal
- Last year’s federal & state returns
- Photo ID and Social Security numbers for everyone on the return
- Bank routing & account number for direct deposit
- Any IRS or state notices received
Income
- W-2s from every employer
- 1099s — interest, dividends, brokerage, NEC/MISC, retirement (1099-R), SSA-1099
- K-1s from partnerships, S corps or trusts
- Rental income and expense records
Deductions & credits
- Mortgage interest (1098) and property tax bills
- Charitable donation receipts
- Child care provider name, address & EIN
- Tuition (1098-T), student loan interest, HSA forms
Business owners
- Profit & loss and balance sheet, or bank statements
- Payroll reports and 1099s issued
- Vehicle mileage log
- Asset purchases and sales during the year
Estimated payments
- Dates and amounts of federal estimates
- Illinois estimated payments
- Prior-year overpayment applied
Life changes
- Marriage, divorce or a new baby
- Bought or sold a home
- Started a business or retired
- Health insurance marketplace forms (1095-A)
Key federal deadlines
Dates shift to the next business day when they fall on a weekend or holiday. We’ll remind you.
Common questions
Do I even need to file this year?
It depends on your income, filing status and age. Many retirees living mainly on Social Security don’t have to file — give us a call and we’ll tell you, at no charge.
How long does it take to get my refund?
With free e-file and direct deposit, most federal refunds arrive within about three weeks of acceptance. Paper returns take considerably longer.
Can you help if I haven’t filed in several years?
Yes. Multi-year assistance is one of our specialties. We’ll reconstruct what’s needed, prepare the missing returns and help resolve any penalties.
Do you prepare both my business and personal returns?
Absolutely — and we recommend it. Coordinating both returns is how we catch planning opportunities and avoid mismatches.
What if I get a letter from the IRS after you file?
Bring it in. We’ll review the notice, explain what it means and respond on your behalf when appropriate.
Ready for tax season?
Appointments fill up fast between February and April. Call now to reserve your time.