Client Resources

We know your time is valuable, so we've collected some resources to provide you with links and tools to helpful information. From this page, you can access our Refund Tracker to check refund status, our easy-to-use calculators, links to other online resources and our Tax Organizer.

Click here to download our Tax Organizer in PDF. The file is password protected. Contact us for the password. Please complete the organizer and include it with your tax documents. You can provide the information in one of four ways:

  1. Fax to 847-463-1967
  2. Email us at
  3. Mail to our office at:
    1800 E. Northwest Hwy, Ste 2 Arlington Heights, IL 60004
  4. Bring to your appointment

Need to schedule an appointment? Please call us at 847-463-1967.

Client Center

Using Your 1040 Tax Portal

Phone: 847.463.1967 • Fax: 847.463.1967