Client resources
Everything you need, in one place.
Tax checklists, common questions, and downloadable forms to help you prepare and stay organized year-round.
Tax preparation checklists
Come prepared. Get more back.
Use these checklists to gather your documents before your appointment. The more complete your information, the faster and more accurate your return.
Frequently asked questions
Common questions, straight answers.
IRS & state forms
Commonly used tax forms.
These are direct links to official IRS and Illinois Department of Revenue forms. All links open on the respective government websites.
Form 1040
U.S. Individual Income Tax Return
Schedule C
Profit or Loss from Business (Sole Proprietorship)
Schedule F
Profit or Loss from Farming
Form W-4
Employee's Withholding Certificate
Form W-9
Request for Taxpayer Identification Number
Form SS-4
Application for Employer Identification Number (EIN)
IL-1040
Illinois Individual Income Tax Return
IRS Free File
Free federal tax filing options from the IRS