For a tax appointment please bring a copy of your three most recent years of filed federal and state income tax returns and copies of any current year tax documents received. Please also print and complete the client tax questionnaire linked here. Be prepared to discuss current tax matters in detail and supply related supporting materials. If you have received correspondence from the IRS or other tax authority, bring copies of all noticed and responses which have been previously sent.
Business owners please bring a copy of your article of incorporation or LLC agreement and copies of the three prior year tax returns and financial statements. Please also bring a a copy of your current years financial statements or QuickBooks company file accountants copy.
The IRS should send your refund within six to eight weeks form the date your return is processed. To determine where your return is at in the process you can used the IRS refund status tool at this link.
To locate the status of your Illinois income tax refund visit the IDOR website at mytax.illinois.gov.
Other state refund statuses can be located at the various state tax authority websites.
Fees for services vary dependent on the type and complexity of accounting work being performed. Tax preparation fees are calculated based on which forms and calculations are required with the return. Payroll fees are determined by a companies number of employees and frequency of payroll. CFO, controller and bookkeeping services are billed based on an agreed upon monthly fee. Attestation services are billed based on an agreed upon fixed rate. Litigation support services and IRS representation are billed at the rate of $225 per hour.
Contact us today for a free initial consultation and quote!