Tax info needed for 2023

Check list for tax preparation.

  1. Personal info; filing status married or single, address, driver's license info, dependents, education expenses, etc.
  2. Income & investment info; W-2(s) 1099(s) 
  3. Self-employment & business records
  4. Medical expense summary (do not submit receipts)
  5. Charitable donations
  6. Other homeownership info
  7. Record of any estimated tax payments
  8. Energy efficient home upgrades
  9. Electric car purchase 
  10. 1099-K transactions



Contact Us Today!

38W780 Hogan Hill

Elgin, IL 60124

Phone: 847-608-0547


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