It's probably easiest for everyone if you can provide us with a full copy of your working Quickbooks file. We understand it can be a little confusing trying to get this information out of Quickbooks and over to us, so we've provided some explanation here.
We’ve compiled an easy-to-follow list of items you need to bring when you meet with us, either for the first time or well into our relationship. Take a look at the list of how to prepare for your appointment.
That one’s easy! Just call us at 815-338-1040 and schedule an initial consultation. We’ll get together for a chat (in person or on the phone, if you’re not close by) and we’ll figure out exactly how we can help you get the tax assistance you need, when you need it.
Yes, we have a lot of experience helping retirees make the most of their tax situation. We are familiar with investment income taxation, real estate income taxation, pension taxation, and all of the other tax issues that retirees like you can face. You can have every confidence that we will do everything possible to help [...]
Absolutely, yes. We help a lot of people with their taxes, no matter their employment situation. Although we do have a lot of resources for small business owners, you don’t ever need to have thought about working for yourself to become our client.
As your accountants, we are available any time during the year to answer your questions and address your concerns as they arise. If you open a new business in June, then contact us in June to help you figure out how to deal with taxes and deductions. We are here to help you all year, [...]
