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Tax Services in Chicago, IL

Tax season can be stressful for many individuals, but tax preparation businesses are here to help. These businesses specialize in guiding clients through the complexities of tax filing, ensuring accuracy and compliance while maximizing potential refunds.

What Are Tax Services?person holding paper near pen and calculator tax services

Tax preparation services offered by specialized businesses are designed to assist individuals in efficiently and accurately filing their taxes. These services may include the following:

  • Personalized tax advice—Tailored guidance based on your unique financial situation can help you make informed decisions and optimize your tax outcomes.
  • Tax filing assistance—Professional help in preparing and submitting your tax returns may assist with compliance regarding relevant tax laws and regulations.
  • Audit support—This may include representation and support in case of an IRS audit, potentially addressing any issues that may arise.
  • Tax planning—Strategic advice can help you plan for future tax years, including retirement planning, investment strategies and other financial considerations.

What Documents Do I Need for Tax Preparation?

To ensure a smooth tax preparation process, gather the following essential documents:

  • Personal information—Social Security numbers for yourself, your spouse and any dependents
  • Income statements—W-2 forms from employers, 1099 forms for freelance or contract work and other income-related documents
  • Expense records—Receipts and documentation for deductible expenses such as medical bills, charitable donations and business expenses
  • Investment information—Statements for any investment income, including dividends, interest and capital gains
  • Previous tax returns—Copies of your tax returns from previous years to provide context and continuity
  • Mortgage and property records—Documents related to home ownership, including mortgage interest statements and property tax records

Where to Get Tax Help in Chicago

Utilizing tax services from a tax preparation business can provide expert guidance and support, helping you confidently navigate the complexities of tax season.

Contact the team at Express-Way Auto Insurance Agency today to learn more.