Tell us what you need, and we will explain how we would approach it, what we need from you and what the engagement involves, before any work begins.
How to reach us
Phone
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Office address
1620 Pebblewood Ln, Naperville, IL 60563
What to have ready
A few details help us give you a useful first answer:
- What you need: a return, bookkeeping, payroll, a new business, help with an IRS or state notice, or planning.
- The tax year or years involved, and whether you are an individual, a business or both.
- Any IRS or state notice you received, with its code (for example CP2000 or Letter 525) and the response-by date. Dates are the most urgent item.
- Whether you or your business have foreign accounts, income or property, including in India.
- The states and cities where you live and work, or where your employees work.
What happens next
- Consultation. We talk through your situation and answer your first questions.
- Engagement agreement. If we are a good fit, we send a written agreement that states the scope of work, your responsibilities and the fee. Work begins only after it is signed.
- Work and delivery. We collect your documents, do the work, review it with you and deliver it, and we remain available for questions and notices afterward.
Contacting us does not create a professional relationship. See our policies and disclosures for how we handle your information.
Serving Chicagoland and the whole country
We serve Naperville, Aurora and Chicagoland and clients in every state. See our location pages and state guides.
General information only, not tax, legal or accounting advice for your situation. Rules, limits and deadlines change; confirm the current rules with the official source or a qualified professional before you act. Reading this page does not create a professional relationship with CPA Tax Payroll and Accounting Corp.