NEW OFFICE LOCATION:
4433 W. Touhy Ave., Suite 362, Lincolnwood, IL 60712 (3rd floor of the Republic Bank Building)
Dear Valued Client:
Our website can help you in many ways and make your tax time so much easier. How?
Subscribe to our quarterly newsletters: Our website hosts our current tax-related newsletter and tax resources so that you can keep up-to-date on what is happening in the tax world. You can also have the latest tax-saving tips and news sent directly to your email inbox. Go to the ‘Newsletters’ menu tab and subscribe by adding your email address.
Download forms and checklists: Be prepared to file your taxes with our office by downloading and filling out the Taxpayer (Personal) Information Form and/or Business Information Form. These forms can be found under the ‘Resources’ menu tab. The bottom section of the Taxpayer Information Sheet lists specific tax forms to help you as you compile your documents. This step will save a lot of time when we update your account and begin processing your tax return.
Review financial calculators and tax resources: Want to find out how much your mortgage payment would be if you refinance? How much do you need to save each year for your child’s college education? Click on the ‘Resources’ menu tab and choose from many different subjects that may interest you. Also included under ‘Resources’ are links to updated tax forms, tax due dates and ‘Where’s my refund?’.
Use the Secure Client Portal to securely send and receive files: Need to send a confidential document to us like a W2, 1099, or other tax documents? Send us a request by email or call our office and we will create your individual folder within our client portal. You can then log in to the portal and upload or download a document.
We hope that you will explore our website and use some of the great features that we provide for you free of charge. Thank you for visiting!
Please don’t hesitate to let us know if you have any questions.
Best wishes,
Ray Andrada, EA
President & Tax Consultant