Client Forms

Helping Clients Manage their Financial Priorities

Prior to engaging with our team of accountants, we have developed some checklists and forms that will help guide you and our team through gathering the information needed to file your taxes.

EFTPS

As of January 1, 2011 the IRS is requiring all business to make tax deposits via EFTPS. Your financial institution will no longer be accepting deposit coupons.

You can begin enrollment by visiting eftps.gov and clicking enrollment. Please contact your accountant if you have any questions.

IRS Refund Tracker

Using a Mobile Device? Download the IRS2Go app to check your refund status.

You can start checking on the status of you return within 24 hours after the IRS received your e-filed return, or four weeks after mailing a paper return.

Generally, the IRS issues most refunds in less than 21 days, but some may take longer.

Illinois Department of Revenue

Documents are in Adobe Acrobat Portable Document Format (PDF). Before viewing these documents you may need to download Adobe Acrobat Reader. Having problems viewing and/or printing a form?

• Businesses
• Individuals
• Withholding Tax
• Federal Tax Forms
• Request Certain Forms from IDOR

IRS – Internal Revenue Service

Pay your taxes. Get your refund status. Find IRS forms and answers to tax questions. We help you understand and meet your federal tax responsibilities.

Tax Organizer

This booklet is designed to help you maximize your deductions and minimize problems in preparing and filing your tax return.