Preparation Methods

We offer different preparation methods so we can service local and out-of-state clients. Please review the options below to understand each process in full detail.

For all of the options please note the following:

• All clients must complete the Taxpayer Information Sheet and/or Business Information Sheet. “Business” pertains to S-Corp., C-Corp., and LLC.
• With the exception of an in-person appointment, our standard turn around time for completing personal tax returns is seven (7) business days from receipt. For business taxes, please allow additional time.
• We accept the following forms of payment: Zelle (email: greeningtax@gmail.com; Green X Solutions), debit card, credit card *2% processing fee for both debit & credit cards. We are unable to accept personal or corporate checks at this time.
• We require signature authorization and payment to e-file your tax return to the IRS.

1. Clients may drop off their documents directly to our office in room 362, anytime that the building is open. Building hours are typically Mon-Fri, 8 a.m. to 6 p.m.; Sat, 8 a.m. to 12 p.m.
   – Tax documents of children or dependents can be in the same envelope as long as they are separated and properly labeled. Please include a completed Taxpayer Information Sheet per client.
   – Do NOT send individual receipts. Categorize receipts, total each category, and provide us with the total amounts as an excel sheet or document. Please click HERE to view a sample of an Expense Summary to guide you.
2. When your tax return has been completed by our office, we will contact you by phone to confirm a pick-up day and time.
3. Upon pick-up, we require the signature of the primary taxpayer (and spouse if applicable) and payment of our service fee. If a spouse or dependent cannot sign in-person, a relative can sign for that individual as long as we have their permission as stated in a signed letter or phone call by that individual prior to pickup.

This option is best for clients with limited availability or located outside of Chicagoland. Our secure portal allows confidential files to be uploaded and downloaded between our office staff and individual clients.

For clients who have previously accessed their client folder on our portal, please use your credentials to log in. You will see that a 2024 folder has already been created which you may use.

1. If you do not have a folder and need access, call our office at (847) 675-9770 or email info@aci.tax. Our staff will create your folder within our portal and you will receive an email notification with the link to access your folder. Please note that sometimes these notifications automatically go to the Spam folder so please check your Spam folder before contacting our office.
2. Click the link that was sent to your email to begin activating your shared folder account. The link can also be accessed under the ‘Client Portal’ tab above.
3. Create a password. Save this password so you can access your personal folder anytime. You may use this folder for future tax preparation with our office.
4. Make sure all of  your documents are in PDF format and that each document should be titled in correspondence to the specific tax form.
   – For example, a W2 form should be titled “W2”, “1099-R”, “1098 Mortgage”, etc.
   – If you have a 1099-NEC or 1099-MISC, you are eligible to claim certain deductions. Please view this summary example to list your own expenses and title the PDF “1099-NEC expenses.”
5. Make sure to include your completed Taxpayer Information Sheet and/or Business Information Sheet.
6. Upload all of your tax documents only when you know you have received all of your documents and are not waiting on additional documents. Every time you upload a document, our office receives a notification and we will begin processing your tax return immediately. Uploading additional documents at a later time will prolong the preparation process.
7. When your tax return has been completed, we will upload the final documents and e-file authorization forms (Form 8879 for federal & Form 8453 for IL; the form corresponding with your state) into your personal folder, and you will receive an email notification. Please review the tax return copy and let us know if you have any questions or concerns.
8. Download these e-file authorization forms that require your signature. You may e-sign using Adobe or similar app, or print and wet sign the forms.
9. Upload the signed forms back into your personal folder. Make sure you title the PDFs appropriately. For example, “Form 8453 signed”
10. You may pay the invoice using Zelle (email: greeningtax@gmail.com; Green X Solutions). If you would like to pay with a debit or credit card, please call our office. There is a 2% processing fee for both debit & credit cards.
11. When our office have received the signed forms and payment, your tax return will be e-filed at the end of the day.

Before scheduling an appointment, please ensure that you have all of your tax documents necessary to file your taxes so your tax return can be completed the same day. We do not take walk-in appointments.

We recommend downloading and completing the Taxpayer Information Sheet and/or Business Information Sheet before your appointment.

For business (S-Corp, C-Corp, LLC) taxes, please submit your business documents to our office via drop-off or online client folder at least one week before your appointment. If you are unable to provide all of your business documents prior to your appointment, our office requires one week to complete your business tax return from the date of your appointment.

Our appointment schedule is Monday through Friday, 10 a.m. to 5 p.m. and Saturday, 9 a.m. to 1 p.m.

Click HERE to schedule your appointment online.

We offer mail preparation for clients who do not want to prepare their taxes using the above options. Please note that this option takes longer as it is dependent on mail delivery times.

1. Prepare all of your tax documents and include your completed Taxpayer Information Sheet and/or Business Information Sheet. Make copies of all of your documents. We only need copies, no originals, as we will not mail back the documents. Double check that all of your documents are complete before mailing your packet to us. Any missing information may result in longer preparation time.
2. Mail your documents to our office. We recommend using a mail delivery service with tracking information or certified mail.
   Andrada Consulting, Inc.
   4433 W. Touhy Ave.
   Suite 362
   Lincolnwood, IL 60712
3. Our office will call you when we have received your documents to confirm receipt.
4. We will contact you when your tax return is finished to determine how you would like the final documents to be returned to you (mailed or online client folder).
   Mail: We use USPS Priority Mail with tracking for mailing services. A $10 mailing fee will be included in the final invoice. When you have received your final documents in the mail, please sign the appropriate forms and mail back to our office.
   Online client folder: We will upload the final documents into your personal folder, and you will receive an email notification. Please review the tax return copy and let us know if you have any questions or concerns. Download the e-file authorization forms (Form 8879 for federal & Form 8453 for IL; the form corresponding with your state) that require your signature. You may e-sign using Adobe or similar app, or print and wet sign the forms. Upload the signed forms back into your personal folder. Make sure you title the PDFs appropriately. For example, “Form 8453 signed”.
5. You may pay the invoice using Zelle (email: greeningtax@gmail.com; Green X Solutions). If you would like to pay with a debit or credit card, please call our office. There is a 2% processing fee for both debit & credit cards.
6. When our office have received the signed forms and payment, your tax return will be e-filed at the end of the day.