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
No Hidden Fees or Charges
The whole process listed above costs only $89 with no extra fees!
You can either pay at the first appointment or ahead of time online. We accept Zelle, cash, check, credit or debit.
Please note that this offer is not valid for corporations, and you must schedule the appointment between January 15th and April 10th.
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.