Frequently Asked Questions
Can I set up a payment plan for the amount I owe the IRS?
What if I am unable to meet with you in person, can you still prepare my taxes?
I don’t have the details from a prior year return. Can I get this from the IRS somehow?
Can I pay Illinois online for taxes due and/or quarterly tax payments?
You first need to get a PIN if you haven’t done so previously. You can get a PIN by clicking on “Individuals” and “IL-PIN Inquiry”. Once you get a PIN you can go back to the homepage, click “Individuals”, and then go to “Make an IL-1040, IL-1040-ES, or IL-505-I payment”.
Can I find out the status of my amended return?
What forms of payment do you accept?
How do I log into SmartVault and upload documents?
I’m self-employed, do I need to pay in taxes throughout the year?
Can I pay the IRS online for taxes due and/or quarterly tax payments?
How long will it take to get my refund?
Can I find out when I’ll receive my federal refund after you’ve e-filed?
Can I find out when I'll receive my Illinois refund after you've e-filed?
Can you assist with financial planning and/or setting up my retirement account?
I am unable to assist with those services but would recommend contacting Richard Little with Serenity Wealth Management.