Here you'll find answers to some of the most common questions we receive about our services, processes, and how we can best assist you. If you don't find what you're looking for, please don't hesitate to contact us directly for more guidance.
Tax Preparation & Filing
Our tax preparation services cover everything from simple individual returns to complex business filings across multiple states.
What documents do I need to provide for tax preparation?
For individual tax returns, you'll need income documents like W-2s and 1099s, deduction records such as mortgage interest and charitable contributions, and investment information including brokerage statements. We provide a personalized document checklist during our initial consultation to ensure you have everything needed for your specific situation.
How do I know if I need to file a tax extension?
Consider filing an extension if you can't gather all necessary documents by the April deadline, you're waiting for corrected tax forms, or you have complex situations requiring more planning time. An extension gives you until October 15th to file, but any taxes you owe are still due by the original April deadline.
Can you help with state tax filings in multiple states?
Yes, we specialize in multistate tax preparation, including non-resident returns, part-year resident situations, and optimizing reciprocal state agreements. We handle state-specific deductions and help coordinate quarterly estimated payments across multiple jurisdictions.
What is the typical turnaround time for tax preparation?
Simple individual returns take 3-5 business days, while complex returns require 7-10 business days. Business returns typically need 10-14 business days, and multi-entity structures may take 2-3 weeks, depending on complexity and current workload.
Fees & Consultations
We believe in transparent pricing and flexible consultation options to meet your needs.
How are your fees structured?
Our fees are transparent and based on complexity, with individual tax returns starting at $350 and business returns beginning at $750. We also offer monthly retainer agreements for ongoing services like bookkeeping and CFO support. Before we begin any work, we’ll send you a detailed fee estimate so you know what to expect.
Do you offer virtual consultations?
Absolutely! We conduct virtual consultations via Zoom, Microsoft Teams, and phone, plus we have a secure client portal for document sharing. Use our online booking system to schedule virtual meetings where you’ll find all preparation instructions beforehand.
Is there a charge for an initial consultation?
We offer a complimentary 30-minute initial consultation for new clients to understand your needs, explain our services, and provide a clear fee estimate. Additional consultation time beyond the initial meeting is billed at our standard hourly rate.
Document Submission & Security
Protecting your sensitive financial information is our priority throughout every interaction.
How can I securely send my financial documents?
We offer multiple secure submission methods, including our encrypted client portal for 24/7 uploads, encrypted email transmission, and physical drop-off at our office. For large files, we provide secure upload links, but never send sensitive information through regular unencrypted email.
What measures do you take to protect my privacy and data?
Security is paramount to our business. Your data security includes 256-bit SSL encryption, secure off-site backup, limited access protocols, and annual security training for all staff. We maintain professional liability insurance and follow all CPA ethical guidelines while complying with IRS security standards.
Business Services
From startup formation to ongoing financial management, we support businesses at every stage of growth.
Can you help with payroll or bookkeeping setup?
Yes, we handle complete payroll setup, including system configuration, employee onboarding, quarterly filings, and direct deposit management. Our bookkeeping services cover chart of accounts setup, monthly reconciliation, financial statement preparation, and ongoing cash flow monitoring from initial setup to full management.
What accounting software do you recommend?
Our recommendations depend on your business size: QuickBooks Online or Xero for small businesses, QuickBooks Desktop Premier for medium businesses, and NetSuite or Sage Intacct for larger operations. We provide setup, training, and ongoing support for all of our recommended platforms.
Do you offer ongoing bookkeeping support?
Yes, our ongoing bookkeeping packages start at $400/month and include monthly financial statements, quarterly reviews, and access to our secure client portal. We offer flexible arrangements from real-time weekly check-ins to annual bookkeeping bundled with tax preparation.
Can you assist with business entity formation?
Absolutely! We guide you through entity type selection, coordinate state filings, handle tax ID applications, and set up your initial accounting systems. We help you understand the tax implications of each entity type and establish ongoing compliance calendars for your situation.
Do you work with clients outside of Illinois or Naperville?
Yes, we serve clients throughout Illinois and across the United States, especially for tax preparation and virtual consulting services. While we're based in Naperville, our secure technology platform allows us to work effectively with clients nationwide. We're particularly experienced with multistate tax situations and can handle the complexities that come with serving clients in different locations.
What are your office hours, and where is your office located?
Our office is located in Naperville, Illinois, and we're open Monday through Thursday from 9:00 AM to 5:00 PM, with extended hours during tax season. We offer many of our services virtually, so geographic location doesn't limit our ability to serve you effectively.
General Questions
Understanding our professional qualifications and recommended service frequency helps you make informed decisions.
What's the difference between accounting and bookkeeping services?
Bookkeeping focuses on recording daily financial transactions, managing accounts payable and receivable, and maintaining accurate records of your business activity. Accounting services involve analyzing financial data, preparing financial statements, providing tax planning and compliance, and offering strategic financial advice. While bookkeeping handles day-to-day record keeping, accounting provides the analysis and insights needed for informed business decisions.
How often should I review my financial situation with a CPA?
Individuals benefit from annual tax planning meetings and mid-year check-ins for significant life changes, while high-income earners may need quarterly reviews. Businesses should schedule monthly or quarterly financial reviews plus annual tax planning sessions, with immediate consultation for major business decisions.
Ready to Get Started?
Didn't find the answer you were looking for? Please don't hesitate to reach out to our team directly. We're here to help!
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Lewis.cpa — your trusted partner for tax preparation, accounting services, and financial planning.