Tax Information for Individuals


Crystal Lake Tax PreparationDo you have questions about individual taxes? You can find some of the answers and other informative guides here.

If you have other questions, please don’t hesitate to contact us.

 

 

> Charitable Contributions Guide 2014

Record Keeping for Individuals

> Record Keeping Guidelines – List of documents and suggestions for how long to keep them.

 

2014 YEAR-END INDIVIDUAL INCOME TAX PREPARATION

2014 Year End Client Planning Letter for Individuals
Useful tax planning ideas to trim your taxes before 12/31/2014

 

2013 YEAR-END INDIVIDUAL INCOME TAX PREPARATION

> 2013 Year End Client Planning Letter for Individuals
Useful tax planning ideas to trim your taxes before 12/31/2013

 

2012 YEAR-END INDIVIDUAL INCOME TAX PREPARATION

> Questionnaire for 2012 Individual Income Tax Return
Detailed questionnaire to help us capture potential tax deductions and credits, and to prepare an accurate tax return.

> Engagement Letter for Preparation of Your 2012 Individual Income Tax Return
This engagement letter is required to be signed before we can begin work on your tax return.

 

SMT & Associates, Inc. serves towns and cities throughout northern Illinois including Algonquin, Barrington, Cary, Crystal Lake, Huntley, Lake in the Hills, McHenry, and Woodstock. We serve McHenry County, Lake County, Kane County.