Tax Services for Every Situation
No matter how simple or complex your tax situation, we have the expertise to maximize your refund and minimize your liability.
W-2 Employees
Standard employment income, deductions, and credits optimization.
Freelancers & 1099
Self-employment tax, Schedule C, quarterly estimates, and business deductions.
Investment Income
Capital gains, dividends, rental income, K-1s, and cryptocurrency.
Multi-State Returns
Filing in multiple states with proper allocation and credit calculations.
Homeowners
Mortgage interest, property taxes, home office, and sale exclusions.
Education Credits
Student loan interest, tuition credits, and 529 plan distributions.
Life Events
Marriage, divorce, new baby, retirement, and estate planning.
Amended Returns
Correcting prior-year returns and claiming missed deductions.
How It Works
Start Intake
Complete our smart intake form or chat with Mia, our smart assistant.
Upload Documents
Securely upload W-2s, 1099s, and other tax documents to the portal.
Expert Review
Jerald reviews your return, optimizes deductions, and prepares filing.
File & Relax
Review, approve, and we e-file. Track your refund in real-time.
What to Bring to Your Tax Appointment
Having the right documents ready makes your return faster, more accurate, and more likely to capture every deduction you're entitled to. Depending on your situation, that usually includes:
- Income documents: W-2s from employers, 1099s (freelance, interest, dividends, retirement, or investment income), and records of any other income received during the year.
- Deduction records: mortgage interest and property tax statements, charitable donation receipts, medical expenses, and student loan interest.
- Investment and property records: brokerage statements, cost-basis information, and details of any home or property you bought or sold.
- Life-event paperwork: marriage or divorce records, a new dependent's Social Security number, or documents related to retirement.
- Last year's tax return, which helps us spot carryovers and missed opportunities.
Not sure whether something matters? Bring it. It's always better to have a document we don't need than to miss a deduction we could have claimed.
Frequently Asked Questions
Do I need to come into the office, or can I file remotely?
Either works. You can complete our secure online intake and upload your documents to the client portal from anywhere, or meet in person at our Des Plaines or Marengo office. Many clients never need to leave home.
How much does it cost to have my return prepared?
Pricing depends on the complexity of your situation — a simple W-2 return is very different from a multi-state return with investment income and rental property. We'll give you a clear picture up front so there are no surprises.
Can you help if I have income in more than one state, or from cryptocurrency?
Yes. We handle multi-state returns with proper allocation between states, and we report capital gains, dividends, rental income, K-1s, and cryptocurrency transactions correctly.
I think I made a mistake on a past return. Can it be fixed?
Yes — we prepare amended returns to correct prior-year mistakes and to claim deductions or credits you missed. In many cases an amended return puts money back in your pocket.
What makes filing with an Enrolled Agent different from a big-box tax chain?
Your return is prepared and reviewed by a federally licensed tax professional who is available year-round — not a seasonal preparer. If a question or IRS notice comes up later, the same person who filed your return can represent you before the IRS.