RESOURCES
For Your Business and Personal Taxes
Buying a home or refinancing?
Buying a home or refinancing? As part of our expanding service offerings to our clients, we have a loan originator on premises for your convenience, ready to help with your home purchase or refinance needs. Interest rates are on their way up; contact us at...
Pass-through Entity (PTE) Tax
Read about the new law, tax-saving strategy opportunity for Illinois businesses.
Third Party Bank Access Instructions
American Express To give access to a third party to view your American Express business account, you need to set up their account using the Account Manager feature on Amex’s website. Within Account Manager, you can grant limited access to your bank records. You can...
Business Income Tax Filing Due Date
S-Corporation (1120S) and Partnership (1065)Business Tax ReturnsIncome Tax filing due date is March 15th To file by the due date, please send us your financial statements (Profit & Loss, Balance Sheet, General Ledger, or income and list of...
Tax Return Preparation Process
We Make It Easy Here is what to expect during your tax preparation process. Please gather and hold on to your tax documents until you have them all, and then submit them to us as one complete package. This helps avoid delays in processing your tax return and ensures...
S-Corporation Owner Payroll Withholding
As an owner of an S-Corporation, you are required to receive reasonable compensation (wages) in return for services provided. Through the compensation, we cover tax withholding for Federal and State so that the amount of tax will cover the taxes on their individual...