customerassistance@wilsonrogers.net
2055 W. 95th Street, Chicago IL 60643
773-239-8850

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We look for opportunities to help you grow and achieve your goals

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professional

We are experienced, credentialed, and licensed.

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accessible

We are family-friendly and are available to help you year-round.

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We’re proud to make Beverly our home, just like you.

Our Services

Individual Tax Return Packages

Standard Advanced
  • W2, retirement or unemployment income only
  • Minimal credits
  • Standard deduction
  • Minimal stock and dividend transactions
  • Schedule C with < $5K  income or expenses
  • Schedule E with single property
  • Significant credits (excluding EIC)
  • Itemized deduction
  • Substantial stock, option and dividend transactions
  • Schedule C with > $5K income or expenses OR multiple Schedule C activities
  • Schedule E with multiple properties
  • Significant credits (including EIC)
  • Itemized deduction
Amenities

  • Client newsletter
  • Unlimited tax questions via email/phone throughout the year
  • Consultation and response to one IRS or state notice per year
  • Quarterly client webinar
  • Annual client tax update webinar
Price $530 $850+

Specialization is provided in residential real estate, rental real estate, stock investments, S-Corps, LLCs, and Partnerships.

Because each situation is different, we encourage you to contact us so we can provide you a free, custom estimate for your returns.

Other Services

BUSINESS CONSULTING

  • Industry-specific business consulting
  • General human resource consulting
  • Process and control development

CORPORATE FINANCE

  • General bookkeeping and accounting services
  • Financial statement preparation
  • Quickbooks setup and review

IRS REPRESENTATION

  • Audits
  • Installment agreements
  • OIC & CNC negotiations

Ask An Accountant

Money Management YouTube Series

December 14, 2020|

Our YouTube videos discuss money management and tax saving strategies. Artwork compliments of Michael Voogd at VoogDesigns! Many Americans often find themselves broke and living paycheck to paycheck. But why does this happen? Is it [...]

What Happens To IRS Debt When You Die?

September 19, 2020|

Are you wondering what happens to the tax debt of a loved one after their death? Unfortunately, any outstanding amount owed isn’t "automatically" wiped clean from the record when a taxpayer passes away.  In this [...]