Personal Tax Preparation

Our Experience and Reliability Ensure an Easy, Quick and Accurate Personal Tax Filing

If you need professional and reliable personal or individual tax preparation services, contact Humphrey CPA, LLC in Crystal Lake, IL. We have been preparing and filing taxes for over 36 years so we have the experience and knowledge to make sure they are filed correctly and on time, or to process for an extension if needed. We also offer virtual tax preparation and electronic filing, to accelerate the filing process. 

We are currently offering the following special: $50 off for new clients.
Personal Tax Preparation — The Concept of Tax Settlement in Crystal Lake, IL

Our Individual Tax Preparation Services Include:

  • Individual tax preparation
  • Virtual tax preparation
  • Electronic tax filing
  • Estate tax preparation
  • Trust tax preparation
  • Divorce tax preparation

Documents needed for personal return preparation

Income: 
  • W2’s Wages
  • 1099INT-Interest Income
  • 1099DIV-Dividend Income
  • 1099G-State Refunds/Unemployment
  • 1099B-Brokerage Statements
  • 1099R-Retirement Plan Distributions
  • K-1’s-Partnerships/Trusts/Estates/Sub S Corp
  • 1099SSA-Social Security Income
  • 1099MISC-Other Income
  • Self employment income and expenses
Adjustments/Deductions:
  •  IRA/SEP Payments
  •  1099-SA HSA Distributions
  •  1098E Student Loan Interest
  •  1098 Mortgage Interest 
  •  Real Estate Tax Payment receipts
  •  Medical Expenses
  •  Charitable Contributions

Individual Tax Preparation Checklist:

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse and dependents 
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • Health Insurance Exemption Certificate, if received
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B and C, Health Coverage Statements
  • Copies of income transcripts from IRS and state, if applicable
To schedule your initial consultation, call us today at 815-334-7472!
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