What to Know Before Filing

Preparing for your tax appointment in advance ensures a smooth and efficient filing process. Below you’ll find important tax deadlines, a checklist of documents to bring, and helpful tips to prepare for your consultation.

  • Staying aware of federal tax deadlines helps avoid penalties and late filing fees.

    Tax Return Filing Deadlines:

    • March 15 - Business tax returns for S Corp & Partnership.

    • April 15 - Individual federal tax returns or request an extension.

    • September 15 - Extended deadline: S Corp & Partnership.

    • October 15 - Final deadline to file returns if an extension was requested.

    • Quarterly estimated tax payments may apply for self-employed individuals and business owners throughout the year.

    If you are unsure about filing deadline, we can help determine the correct timeline for your situation.

  • To prepare an accurate tax return, please bring following documents if applicable:

    Personal Information:

    • Government-issued ID

    • Social Security numbers for you, your spouse, and dependents

    • Previous year’s tax return (if available)

    Income Documents:

    • W-2 forms from employers

    • 1099 forms (1099-NEC, 1099-MISC, 1099-K, etc.)

    • Self-employment income records

    • Rental or investment income statements

    Financial & Deduction Documents:

    • Mortgage interest statement (Form 1098)

    • Property tax statements

    • Student loan interest (Form 1098-E)

    • Education expenses (Form 1098-T)

    • Childcare expenses

    • Charitable contribution records

    • Medical expense records (if applicable)

    For Self-Employed or Business Owners:

    • Income and expense records

    • Business bank statements

    • Mileage records

    • Equipment or asset purchases

    • Payroll records (if applicable)

    Providing complete documentation helps ensure accurate reporting and identification of all eligible deductions.

  • To make your tax preparation process faster and more efficient:

    • Organize your documents before your appointment

    • Bring copies of all income statements you received

    • Prepare a list of questions about deductions or credits

    • Notify us of major life changes (marriage, divorce, new child, home purchase, etc.)

    • Inform us if you received letters from the IRS or state tax authorities

    These details can affect your tax return and help ensure full compliance with current tax regulations.

  • If you are unsure which documents apply to your situation, contact us before your appointment. We will guide you through the process and ensure you are fully prepared for your tax consultation.

    Call us (224)310-9969

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Our Process

Initial Consultation

We begin with a detailed consultation to understand your needs. During this step, we review your situation, answer your questions, and outline the documents required to move forward efficiently.

Document Review

You securely submit your financial documents, income statements, and relevant records. We carefully review all information to ensure accuracy, identify applicable deductions, and confirm compliance with current federal and state regulations.

Preparation & Verification

Your tax return or payroll setup is prepared with precision and reviewed for completeness. We verify calculations, confirm proper reporting, and ensure all required forms and filings meet IRS and state requirements.

Filing & Support

Once approved we electronically file your tax return or process payroll submissions on time. We remain available for follow-up questions and ongoing support.

  • "Thank you so much for help with my taxes! It's a pleasure to deal with professionals in their field."

    Alexander T.

  • "A professional and responsible team that responds quickly and delivers on their promises."

    Serge P.

  • "Great service, attention to details and quick filing truly stood out. I’ve already recommended them to others."

    Nadiia B.

  • "I had a great experience working with this tax preparation accountant. The entire process was organized, efficient, and stress-free. I highly recommend this tax service."

    Zeno

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