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Overview for Individuals
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At Clark Financial Services, we will work with you to provide convenient, fast friendly and affordable tax preparation services to you. We have several options available to you to deliver your tax data to us to us to prepare your return.
- Convenient appointments times are available including Saturday�s and evenings. Call us at 708-424-4100 or email us at info@clarkfs.com to set up your tax appointment.
- Print the 2011 Tax Organizer, including the 2011 Engagement Letter and IRS Authorization to Use. Simply scan and email, or use regular mail to forward your completed 2011 organizer including copies of all supporting documentation such as W-2s and 1099s to Clark Financial Services for processing. If you are a new client of Clark Financial Services, also send a copy of your 2010 Form 1040 with all 2010 state returns filed. Review the document checklist for additional supporting documents you may be required to forward to Clark Financial Services.
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Drop off or mail in your tax return data to:
Clark Financial Services
3960 W 95th Street, 2nd Floor
Evergreen Park IL 60805
Some items to consider when mailing tax return data to Clark Financial Services:
- Send copies of your completed organizer, engagement letter, disclosure authorization and your required documentation (i.e., Forms W-2, 1099s, brokerage statements, etc. Please do not send the original documents via mail!
- Use an overnight service (i.e., FedEx or UPS) or utilize the US Postal Services priority mail with confirmation tracking.
- If you email our office (info@clarkfs.com) advising us that you have sent your tax materials via mail, we will notify you of their receipt.
- We will call or email you if we have any questions, comments or suggestions regarding your tax materials. Also, we will provide an estimated completion date for your return.
- If you utilize the mail in service, please send your information prior to March 21st to ensure your data is received and processed in a timely manner prior to the April 15th filing deadline.
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