Tax info needed for 2020

Check list for tax preparation.

  1. personal info; filing status married or single, address, drivers license info, dependents, education expenses, etc.
  2. income & investment info; W-2(s) 1099(s) 
  3. self-employment & business records
  4. medical expense reciepts & records
  5. Charitable donations
  6. other homeownership info
  7. record of any estimated tax payments


Contact Us Today!

38W780 Hogan Hill

Elgin, IL 60124

Phone: 847-608-0547


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