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Tax Services

According to the IRS Taxpayer Advocate Service 2022 Annual Report to Congress, the tax code contains over 9,834 sections, many containing detailed sub-sections and corresponding regulations. The complexity is real, and it is constantly changing.

We make it our business to understand the tax code, stay current on changes relevant to you and work with you to plan and keep most of your hard-earned money as possible.

The tax preparation services we offer include:

  • Individual income tax preparation (Form 1040) *limited availability.
  • Trust and estate income tax preparation (Form 1041).
  • Gift tax return preparation (Form 709) and
  • Tax planning

Ready to start?

  • Call or text (708-424-4100), email, or schedule a phone call to discuss the complexity of your tax situation and provide an estimate of the cost for the preparation of your return.
  • If we agree to work together, you will receive our engagement letter and tax organizer or document checklist for you to complete.
  • The tax organizer (1040s only) guides you through the information needed to start your tax return preparation and provides a list of documents (W-2s, 1099s, etc.) needed for your return.
  • The document checklist (1041s only) guides you through the information required for Form 1041.
  • You can upload your information securely through our portal using the guest exchange or a provided unique login.

If you require entity business return preparation such as LLCs, S-Corporations and partnerships, I've partnered with Ashton D. Melchert, CPA of Kathryn Humecki and Associates, Ltd. 

Have a Question?

Thank you!