It is that time of the year again – welcome to the 2016 tax season.  As we are getting prepared to effectively helping our clients filing their tax returns and getting their tax refunds, we are also here to help you to get organized!  

Engagement Letters - We will need signed engagement letters from all of our clients this year.  A letter is included with your organizer and we have them available here at the office.  You can also download an engagement letter under our Resources section.

Client Organizers - We will begin sending client organizers out on January 17, 2016.  You will receive an email with instructions on accessing the organizer through our secure Client Portal.  If you would prefer your organizer on paper, just let us know and we will send one out to you. If you are new to our firm this year, welcome!  We can create an organizer for you based on your 2014 return. If you need any help with organization, please check the Resources section that may help you get organized.

Corporate Tax Returns are due on March 15, 2016 - We need to have your information by February 14, 2016 in order to ensure a timely filed return.  We will put all others on extension.

Individual, Partnership and Fiduciary Returns are due on April 15, 2016 - In order to ensure a timely filed return, we need your information no later than March 14, 2016.

How to get your documents to us – remember, if you are an individual client, you can save $25 simply by providing us with copies, not originals, of all your relevant information:

  • Login to our secure Client Portal to upload the files and documents to us. If you do not currently have a Portal Account, you may register for one, or email your request to This email address is being protected from spambots. You need JavaScript enabled to view it. and we will have one setup for you.
  • Use our convenient SecureSend to securely deliver files and documents directly to us.  We will be notified once your file upload is complete. SecureSend is located under our Resources section.
  • Courier or drop off at our office located at 201 E Dundee Road Suite 7, Palatine, IL 60074.
  • Fax in your documents – make sure we get both sides.


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