Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

A Thank You To Our NW Chicago Clients For A Successful 2019 Tax Season

This has been one of the wildest tax seasons in recent memory. I saw a note from the IRS last Friday (the 12th) that as of that day, 50 million taxpayers had yet to file. LOTS of extensions happened out there, as all of the tax law changes caused a bunch of...

How To Manage Money For NW Chicago Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

The Joys Of Providing Professional Tax Services To NW Chicago

Well, our primary work for this tax season in NW Chicago has just about wrapped up. But notice I said "primary", there ... you see, unlike some professional tax services in NW Chicago, we make it a point to do a bit more than simply "fill out forms" on your behalf....

Four Tips For NW Chicago Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in NW Chicago into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in NW Chicago who are paying attention (because let's...

Making Children Less Costly For NW Chicago Families With Kids Through The Child Tax Credit

To be clear, children are costly in the best way possible.Once the dust settles from changing diapers, sweeping floors, slapping bandaids on booboos, driving to sports practice, attending back-to-school meetings, saving for college, and buying countless goldfish...

College Is Expensive But NW Chicago Families Can Save Big Through These Tax Breaks

What, you think I'm on vacation?Yes, the tax deadline has passed. But I'm still here, and handling post-deadline matters for NW Chicago clients. But moving along to today's subject: figuring out how to pay for college tuition. Things are different from the days...

A 12-Point Financial Health Check For NW Chicago Families And Individuals

We are now fully engaged in our tax "off season" here in NW Chicago. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending classes...

Tim Wolfe’s Second Key To Wealth Building

Believe it or not, we have less than two months before federal taxes are due.Yikes.I have been meeting with so many NW Chicago clients (including a fair number of new ones, thanks to YOUR referrals -- keep them coming!), finding so many wonderful ways to help people...

Three Reasons Why NW Chicago Taxpayers Should File Taxes Early

As of this writing, the federal government is STILL in its partial shutdown.And 800,000+ people are affected -- including a whole slew of IRS workers who have been called in, regardless of paychecks, because come Trump or high water: tax filing will indeed begin on...

Filing Late On Taxes? You Might Actually Be Among NW Chicago’s Smartest

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you're filing late on taxes this year, let's talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!