Resources & FAQs
Answers to common questions, key tax deadlines and tools to help you prepare.
Frequently asked questions
How do you bill for your services?
Accounting and payroll services are billed monthly. Tax returns are billed according to the complexity of the return and the time required. Consulting and other services are billed at our standard hourly rates. Payment is due upon receipt, and we accept all standard forms of payment, including credit cards.
What hours are you available?
We’re open 8:00 a.m. to 5:00 p.m., Monday through Friday. We’re happy to make special arrangements for evening or weekend consultations.
What role do you play if the IRS audits me?
We’ll spend up to one full hour with you at no charge reviewing the return in question. After that, our regular fees apply — and we can represent you before the IRS or state agency.
How should I prepare my materials for my return?
We prefer that business records be kept in a computer accounting program such as QuickBooks, but we’ve accepted materials in almost every imaginable form. Contact us with questions about specific software packages.
Do I need to live in Dubuque to work with you?
Not at all. We serve clients throughout Iowa, Illinois and Wisconsin, and our clergy practice includes ministers as far away as Alaska and Arizona. Phone consultations and secure document exchange make distance a non-issue.
I received a letter from the IRS. What should I do?
Don’t panic and don’t ignore it. Note the response deadline, then call us and bring or upload the notice. Many notices can be resolved quickly with the right response.
Key federal tax due dates
Deadlines that fall on a weekend or holiday move to the next business day. Iowa, Illinois and Wisconsin dates may differ — ask us about your state.
| Date | What’s due |
|---|---|
| Jan 15, 2027 | Fourth-quarter 2026 estimated tax payment |
| Feb 1, 2027 | W-2s and 1099-NEC to recipients and filed with IRS/SSA |
| Mar 15, 2027 | Partnership (1065) and S-Corporation (1120-S) returns |
| Apr 15, 2027 | Individual (1040) and C-Corp returns; Q1 2027 estimate; IRA contributions |
| Jun 15, 2027 | Second-quarter estimated tax payment |
| Sep 15, 2027 | Q3 estimate; extended partnership & S-Corp returns |
| Oct 15, 2027 | Extended individual and C-Corp returns |
Your tax appointment checklist
Gather what applies to you before your appointment. Not sure about something? Bring it — we’ll sort it out.
Download Printable Checklist- Prior-year tax return
- Photo ID & Social Security numbers
- W-2s and 1099s
- 1098 mortgage interest statement
- Property tax receipts
- Charitable contribution records
- Childcare & education expenses
- Health insurance forms (1095)
- Business income & expense records
- Estimated payments made
- Brokerage & investment statements
- Bank info for direct deposit
Secure Client Portal
Upload source documents and download finished returns safely — no email attachments required.
Client LoginFinancial Calculators
Quick answers on IRAs, investments, college tuition, mortgages and credit cards.
Open CalculatorsRefund Status
Track your federal or state refund with the official IRS and state tools.
Where’s My Refund?Let’s take taxes off your mind.
Schedule a no-pressure conversation with our team — in person in Dubuque or by phone from anywhere.