FAQ

1.  Do I need an appointment?  An appointment is not required but is recommended to shorten your wait time. You may also drop off your paperwork to be picked up at a more convenient time.  

2.  How does the referral program work?  If you refer a new client to us and they complete a paid return, you will receive a $50 gift card. (Selection may vary)

3.  How much does it cost to have my taxes prepared?  Our prices are considerably less than that of what the national franchises charge. All quotes are free, just give us a call to schedule an appointment to learn more!

4.  Can you take the tax preparation fees out of my return?  Yes, we do offer a bank product, for a service fee, that does take all fees out of your tax return.

5.  Do I need to file a return?  Click here to find out if you need to file a tax return.

6.  Where is my IRS refund?   Click here to check on your IRS refund. You will need the primary taxpayer’s social security number, the filing status (S = Single, HOH = Head of Household, MFJ = Married Filing Joint, MFS = Married Filing Separate or Q/W = Qualifying Widow with Dependents) and the exact amount of your refund.

7.  Where is my IL refund?  Click here to check on your IL refund. You will need the primary taxpayer’s social security number.

8.  What do I need to bring with me to have my taxes prepared?  Below is a list of documents you should bring with you to your tax preparation appointment.

PERSONAL INFORMATION FOR EACH FAMILY MEMBER:

  • Name
  • Date of Birth
  • Social Security Number / ITIN / ATIN
  • Last Year’s Tax Return
  • Valid Driver’s License or State ID (if applicable)
  • Health/Medical Insurance Card

[bscolumns class=”one_half”]

INCOME AND TAX INFORMATION (if applicable):

  • W-2’s
  • Interest (1099-INT or substitute)
  • Dividend Slips (1099-DIV or substitute)
  • Stock Sales (1099-B or Broker Statement)
  • Self-Employment Income and Expenses
  • Sale of a Personal Residence
  • Rental Income and Expenses
  • Sale of any Business Assets
  • Gambling or Lottery Winnings (W-2G for some winnings)
  • State Income Tax Refund (1099-G)
  • Pension Income (1099-R)
  • Estimated Taxes Paid
  • Social Security or Railroad Retirement (SSA-1099 or RRB-1099)
  • IRA or 401(k) Distribution (1099-R)
  • Unemployment Compensation (1099-G)
  • Miscellaneous Income (1099-MISC)

[/bscolumns][bscolumns class=”one_half_last_clear”]

DEDUCTIONS/ADJUSTMENTS (if applicable):

  • Medical Expenses
  • Real Estate or Personal Property Taxes
  • Mortgage Interest
  • Charitable Contributions (cash and non-cash)
  • Employee Business Expenses
  • Gambling Losses
  • Moving Expenses
  • Traditional IRA Contributions
  • Higher Education Expenses
  • Educator Expenses
  • Student Loan Interest

TAX CREDITS (if applicable):

  • Child Care Provider/Address and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Adoption Expenses
  • Retirement Savings Contributions Credit

Here is a link to more FAQ.