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?
Once you receive an invite to SmartVault from us, you can upload and access all of your documents. If you are having trouble logging in, or uploading documents, please review our SmartVault instructions HERE. If you have not yet received an invite to use SmartVault, please contact us at firstname.lastname@example.org.
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?
We are unable to assist with those services but would recommend contacting Richard Little with Serenity Wealth Management.
Can you assist with applying for a PPP loan?
We are unable to assist with those services but would recommend contacting Jen Martensen with Backline Business Consulting. Jen can also assist with budgeting, cash flow management, process management and much more.
Do you know the status of my stimulus check?
We are unable to view the details of your stimulus payment(s) at this time. You can look up details on the IRS website.