Useful Resources


Track Your Refund

If you would like to know when you would be receiving tax refund from federal and stated, this is the place to check...

IRS: Click here to check your federal refund.

Select a state: Click here for your Illinois return
Select a state: Click here for your Indiana return
Select a state: Click here for your Wisconsin return
Select a state: Click here for your Michigan return

Note:  We do not endorse any of the businesses, products, or services you may find on the links section of this site

Government Links

Tax.Illinois.gov
Illinois WebFile

Fundalarm.com
Has information on whether or not you should sell your mutual fund.

Vectorvest.com
Need to manage your portfolio?

Smartmoney.com
Has information on stocks, funds, bonds, and personal finance.

Collegesavings.org
Do you need information on starting a college fund?

Finaid.org
Look up scholarships, loans, financial aid, etc.

Irs.gov
Internal Revenue Service

Irs.ustreas.gov
United States Treasury

Taxpayfedil.org
The Taxpayers' Federation of Illinois

SocialSecurity.gov
Verify workers Social Security Number

Phone Numbers

IRS:

Federal Tax Information
Forms and Booklets
Teletax Refund Information
Refund Status
(800) 829-1040
(800) 829-3676
(800) 829-4477
(800) 829-1954

Illinois:

Assistance
Refund Status
(800) 732-8866
(800) 732-8836

Important Links

Our Social Links

Important Links:

IRS Forms and Publications

Free File Simple Tax Form - IRS

Standard Mileage Rates

Employer's Guide to COBRA

IL Department of Labor Mandatory Workplace Posters

IL Job Creation Tax Credit Registration Site

 

Tax Calculators:

Federal Withholding Calculator & Instructions

Sales Tax Deduction Calculator

Illinois Income Tax Calculator

Total Tax Insights: Local, State & Federal Calculator

1040 Information Checklist

This is a list of the most common items we’ll need to finish your return.  We’ll call you if we need anything else.  (You don’t need to return this list to us unless you make notes we should be aware of.)

  • All return packets or mailing labels sent to you by the various taxing agencies.
  • All W-2’s.
  • All 1099 forms received confirming income from interest, dividends, retirement, Social Security, disability, unemployment, gambling winnings, and so on.
  • All income information for children if you want us to prepare any required returns.
  • Year-end statement of mortgage interest (Form 1098), escrow activity, and balance on mortgage or home equity loans and real estate taxes paid.
  • Total of charitable contributions and details for any noncash contributions over $500.
  • Copies of all LLC, partnership, or S corporation K-1s (send separately later if everything else is ready, and let us know they’re coming).
  • A closing statement for each transaction if you bought, sold, or refinanced real estate.
  • If you sold any shares of mutual funds and basis information is not provided by the broker, detail all activity in the funds sold from original purchase date through date-of-sale date (year-end summary statements are ideal).
  • If you are claiming auto mileage as a deduction for business, rental properties, or unreimbursed employee expenses, we need to know total miles, commuting miles, and business miles driven for the year.
  • If you lease your car or are deducting actual expenses, please also provide the original value of the car (what you could have bought it for); the date of lease; and all expenses for lease payments, gas, car washes, licenses, insurance, tires, repairs, and so on.
  • Copies of any federal, state, or local tax correspondence during the year, including all payments make or refunds received.
  • All legal documents for divorce decrees.
  • Voided check for the account where refunds should be direct deposited (optional).
  • Signed engagement letter (sent out with the organizer).
  • Copies of cancelled checks for all federal and state estimated tax payments (all quarters paid).
  • New Clients: copies of prior federal, state, and local returns and depreciation schedules, if applicable (at least one year, preferably three).

Click here to download this list