We are here all year round for you. From May 1st through November 30th, we can assist you with:
- Tax Prep/Amendment – $100.00 for after 4/15 filings
Didn’t file yet? Have past years to file or amend - Tax Review –
If you had a balance due or expect changes for the current year, let’s get you on track so there are no surprises! Complimentary to existing tax clients and $50 for new clients - ID.Me Consultation – $50 per person
Everyone should have an ID.Me login.It will allow you to access your IRS records, retrieve IP PIN’s, check balances or set up payment plans.
Recent changes to Social Security will require you to log in with ID.Me to change your address, bank information or sign up for benefits. Your only other option is to visit a local office.We are offering assistance with setting up your account as it isn’t the easiest process, especially if you are not good with technology.
What to Expect
We make the tax preparation process simple. The first step is to meet with you for a 30-minute initial interview. Please review our appointment checklist and medical checklist to make sure you’re prepared for the meeting.
At the meeting we will:
- Ask you questions to make sure you get all deductions you’re entitled to
- Look back two years to see if you are owed an additional refund
- Make sure we have all necessary documents and information
Then you can leave the hard part to us! Our experienced preparers will file your federal and Illinois state returns with ease and call you once your return is ready to file. You can then schedule a pick-up appointment.
At the pick-up meeting we will:
- Review your return with you and answer any questions you have
- Have you sign the authorization to e-file your return
- Offer tax advice to plan ahead for next year
Conveniently Located to Serve You
We want to simplify tax season for you. Call us at 779-220-9608 to schedule an appointment at one of our two offices in Lake in the Hills, IL, and Elmhurst, IL.