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Tax Preparation and Planning
Tax Preparation and Planning, IRS Resolutions, Financial Services, Estate Planning
Individual tax return preparation and planning is a key element of your financial success. We will prepare your Form 1040 Individual Income Tax Return for paper filing or e-filing prior to the April 15th due date. From simple returns with only Form W-2 income to the more complicated returns of a self-employed individual or an investor with many Schedule K-1’s or Schedule D stock transactions, we can prepare any return. While we are based in Illinois, we can prepare returns for any state(s). We have clients in Indiana, Wisconsin, Ohio, Pennsylvania, New York, New Jersey, Florida, Nevada, California and more.
The key to a successful April 15th is the planning that takes place the rest of the year. We are available year round to help with tax planning and answer your tax questions. From figuring your quarterly estimated tax payments to establishing estate plans, we are always available to help.
If you have any questions, please do not hesitate to contact us.
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