Individual Tax - Helpful Reminders

For tax consultations, you are always welcome to make an appointment to meet with a tax specialist in person at our office in Lake Forest.

We are also offering video and phone appointments. We are happy that covid is more manageable this year and if you are high risk, we are more than happy to wear masks in office for your visit.

You’ll receive automatic replies that will help you know we’ve received your email and that we will respond within 24 business hours (if not sooner).

We have simplified on how we can get documents: you’ll upload tax source documents to Tax Portal, (that you’re already familiar with), click this to go to the site: Tax Portal.

Please scan and save source docs per form vs one pdf.

If you choose to do one PDF, please make sure all pages are in order to avoid organizational fees.

Please make sure that you upload documents per tax portal account.

It is very confusing on our side when documents to someone else, or a business, are uploaded to someone else’s account (within your family or other businesses that you may own).

Fill out the Questionnaire (this will now be located on your google sheet); you can respond next to each question.

DO NOT UPLOAD YOUR TAX ORGANIZER (this is for your organizational needs only).

We work business returns first, as those are due March 15th. Once business returns are completed, we move to individual returns.

All returns are worked in ordered received. If you have all source documents in by March 31st, we can guarantee your tax return to be submitted by April 15th.

As stated in your organizer, we will file an extension on your behalf after (at no cost) and will continue to work returns in order they were received. 

Gentle reminder that if an extension is filed, and you owe money to the state or federal government, those payments are still due by April 15th
(better to overestimate/overpay than under pay and get a penalty fee).

All estimated tax payments are due by January 15th, to avoid any penalties and interest please make sure these payments are made.

Remember that if an extension is filed, and you still owe money to the government, you are responsible for submitting an estimated payment to the state/IRS.

If you do not submit a payment that covers the amount owed, there are penalties and interest fees that the government will send you and you’ll pay upon receipt of that letter.

In order to avoid this, please get your documents to ARCC by the above-mentioned deadlines providing time to prepare, review, edit (if need be), and submit your return by April 15th. 

ARCC Consulting will not be held liable for any penalties or interest as a result of underpayment of taxes.

If you have general questions, please email [email protected] or call the office at 847-295-0671.

• If your tax preparer emails you, please email them back directly. Please avoid cc’ing other ARCC team members.
• Please do not email other team members as it can create delays in response, as well as unintentional misinformation that may cause confusion to you (and us).
• When in doubt, email our general email: [email protected]