Get Ready for Tax Season 2025!

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[1] SUBMIT YOUR TAX DOCUMENTS:

Upload: Click here to upload your tax documents directly to our database - no more e-mail attachments! You can even use the camera on your phone!
Drop off: Bring them to our office (Mon-Fri, 1:00 PM - 6:00 PM). Please note, this year our office is open Saturdays by-appointment-only and the front desk will not be staffed.

[2] DOWNLOAD WORKSHEETS:

[3] OPT-IN TO TEXT MESSAGING: Click here to stay updated via text.

[4] WHAT HAPPENS NEXT:

We’ll review your tax documents and reach out via e-mail and text to schedule an appointment with you.
After your appointment, you’ll receive an e-mail to review and e-sign your return.
Pay your invoice online for quick e-filing. Please note, tax returns are e-filed only upon receipt of payment and required signatures.
We will send you an email confirmation when your e-filing is accepted

[5] PRICING:

Individual 1040: Starts at $195 + per-form fees (e.g. education credit, rental property).
S Corporations (1120-S): Start at $375.
Partnerships (1065) & Corporations (1120): Start at $500.
States tax returns other than Illinois incur an additional filing fee:
- Individual 1040 $75
- S-Corporations $125
Click here for our fee schedule

[6] DISCOUNTS:

$100.00 off Individual 1040 for Seniors (Social Security income only)
$100.00 off Individual 1040 for your dependents
$50.00 off Individual 1040 for remote meetings (Jan 1st - Apr 30th). To take advantage of this discount, you must:

[7] DEADLINES and EXTENSIONS:

Individual 1040: April 15th
- Submit documents to U.S. Financial Ltd. by March 21st for timely processing
- Request an extension by April 1st (Click here).
S Corp (1120-S) & Partnerships (1065): March 15th
- Submit documents to U.S. Financial Ltd. by February 21st for timely processing
- Request an extension by March 1st (Click here).
Note: Extensions extend filing deadlines, NOT payment deadlines

We’re here to help! Contact us with any questions.