Tools, dates and downloads
Everything you need between meetings.
Client portal
Upload documents, sign returns and view invoices.
Open2026 tax organizer
Printable checklist of what to gather.
DownloadPay an invoice
Secure card and ACH payments.
OpenIRS refund status
Where's my refund?
OpenEstimated tax calculator
Rough quarterly estimate for self-employed clients.
OpenRecord retention guide
How long to keep receipts, returns and statements.
Open
Upcoming tax deadlines
- Individuals
Q4 estimated tax payment
Final 2026 estimated payment due.
- Employers
W-2 and 1099-NEC filing
Forms due to recipients and the IRS.
- Businesses
S-Corp and partnership returns
Forms 1120-S and 1065 due, or file an extension.
- Individuals
Individual and C-Corp returns
Form 1040 and 1120 due. Q1 estimates also due.
Good to know
How much do your services cost?
We quote fixed fees before any work begins. Individual returns start at $450, business returns at $1,200, and monthly bookkeeping at $350. There are no hourly surprises.
Do I need to come into the office?
No. Most clients work with us entirely through our secure portal, video calls and e-signature. You're always welcome to visit, and we're happy to meet in person for planning sessions.
When should I send you my tax documents?
As soon as you have them — ideally by mid-February for individuals and by the end of February for businesses. We'll send a personalized organizer in January.
Can you help if I haven't filed for several years?
Yes. We regularly bring clients current on unfiled returns, negotiate penalties and set up payment plans. The first step is a confidential conversation.
What accounting software do you support?
QuickBooks Online and Xero primarily. We can also work with QuickBooks Desktop and migrate you from spreadsheets or other systems.
Should my business be an S-Corp?
It depends on your profit level, state, payroll and long-term plans. We run the numbers in a short planning session and give you a clear recommendation.
Do you work with clients outside the area?
Yes. Roughly a third of our clients are in other states. Multi-state returns are one of our specialties.
How quickly do you respond?
Within one business day, year-round. During filing season we add extended hours and Saturday appointments.
Prefer to talk it through?
Call the office — a real person answers.
(847) 555-0142Mon – Fri · 8:30 AM – 5:30 PM