NEW CUSTOMERS RECEIVE $25 OFF STANDARD RATES! DISCOUNT NOT APPLICABLE ON SPECIALS.
*** SCROLL DOWN ON THIS PAGE TO SEE THE DOCUMENTS, & TAX DEDUCTION WORKSHEETS BY PROFESSION *** IF YOUR PROFESSION ISN'T LISTED, USE THE HTP GENERAL SOLE PROPRIETORSHIP FORM ****
*** PLEASE READ OUR ONLINE/CONTACTLESS FILING PROCESS ***
*** DO NOT BOOK AN APPOINTMENT OR REQUEST A PORTAL UNLESS YOU HAVE ALL DOCUMENTS!!! *** WE WORK BY APPOINTMENT ONLY, SO IF AT YOUR APPOINTMENT, YOU DON'T HAVE ALL OF YOUR DOCUMENTS, YOU MOVE TO THE BACK OF THE LINE. IT IS VERY HARD TO REFIT YOU BACK INTO THE SCHEDULE (IT LITERALLY CAN TAKE WEEKS), SO PLEASE MAKE SURE TO HAVE YOUR ALL OF YOUR DOCUMENTS.
Thank you for giving Howard Tax Prep LLC the opportunity to earn your business. Tax deduction worksheets by profession are listed at the bottom of the page, and are available for download. The documents are fillable, so you should be able to complete them, save them to your pc, and upload them to your Howard Tax Prep LLC portal (or bring them into one of our locations at your designated appointment time. Please note, if a section doesn’t apply to you, please disregard it; for example, if you don’t make charitable donations, and you aren’t self-employed, you will not need to send any of the documents listed under that section. I am aware that this list can be exhaustive and overwhelming, but it is necessary so that we can find every single tax deduction, and recommend some tax savings ideas. WE WILL NOT BEGIN WORK UNTIL WE HAVE EVERY SINGLE DOCUMENT.
Additionally, please audit your records and all of your files. If you receive documents that will have an impact on your return after it has been filed (such as another W2, a 1098 from school, a 1099 from side work, etc.) there will be A FEE TO COMPLETE ADDITIONAL FORMS, AND/OR AMENDMENTS TO THE RETURN. For example, you forgot that you had healthcare, and the IRS sends you a letter requesting form 8962 you would only pay $50 for the completion of form 8962; However, if you forget a W2, 1098, or a 1099, the entire return has to be amended (redone & corrected with the correct income), and the cost for an amendment is $275!
*** IF YOU SOLD A HOME THAT YOU INHERITED, WE NEED THE APPRAISAL REPORT ON THE DAY THE PERSON PASSED AWAY, AND WE NEED THE 1099-S (click the links on the orange words to see what this document looks like) THAT THE TITLE COMPANY SUBMITTED TO THE IRS REPORTING THE SALE.
*** LIST OF ITEMS EVERY TAX PAYER NEEDS TO HAVE ***
*** PLEASE READ THIS LIST *** INDIVIDUALS PLEASE PROVIDE ALL SOURCES OF INCOME.
*** NEW HOMEOWNERS ONLY ***
*** CURRENT HOMEOWNERS ONLY ***
*** LANDLORDS ONLY ***
*** LIST OF ITEMS TAXPAYERS WITH CHILDREN & HOMEOWNERS MAY HAVE ***
*** BUSINESS OWNERS ONLY*** (LLC, CORP, S-CORP, PARTNERSHIPS). *** Self-Employment, LLC owners, Corporations, S-Corps, Partnerships, & Nonprofits. Also those that have "SIDE GIG's" DOCUMENTS & INFO REQUIRED ***
To see what FINANCIAL & IDENTIFICATION documents are required to file your taxes, please CLICK HERE. THIS PAGE ALSO LIST ALL OF THE TAX DEDUCTION WORKSHEETS BY PROFESSION!
To see what TAX DEDUCTIONS YOU ARE ENTITLED TO, please CLICK HERE FOR ALL OF THE TAX DEDUCTION WORKSHEETS BY PROFESSION!
To get a general idea of what your tax preparation & filing cost will be, please CLICK ON THIS LINK.
*** PLEASE NOTE*** THIS PRICING IS A GUIDE, NOT A GUARANTEE. UNTIL WE SEE YOUR TAX DOCUMENTS, WE CANNOT GIVE YOU THE EXACT PRICE; HOWEVER, YOU WILL RECEIVE THE PRICING BEFORE WE BEGIN ANY WORK ON YOUR FILE.
To securely send us your tax documents, please request a secure Howard Tax Prep LLC portal that uses bank level encryption services. CLICK HERE.
To help us gain a better understanding of what deductions you qualify for, and what your price should/will be, please complete the personal tax preparation questionnaire.
To help us gain a better understanding of what deductions you qualify for, and what your price should/will be, please complete the business tax preparation questionnaire.
Please CLICK HERE , and complete the disclosure form if you have received, or expect to receive a stimulus payment from the government, and ARE NOT GIVING US YOUR 6475 LETTER.
Before we can file your 2021 income tax return, we need to make sure that your child tax credit payments are accounted for properly. The IRS is sending letter 6419 to taxpayers; however, we have several reports that the amounts aren’t correct, so you have 3 OPTIONS
Eligible self-employed individuals are allowed an income tax credit to offset their federal self-employment tax for any taxable year equal to their “qualified sick leave equivalent amount” or “qualified family leave equivalent amount.” https://form.jotform.com/210335504598153
This COVID-19 RELEASE OF LIABILITY, ASSUMPTION OF RISK and promise not to sue must be signed for all in person, or document drop off at our Chicago South Loop, or Homewood, Il locations.