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Client Forms

Tax Organizer

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Business Valuation Request Form

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Beneficial Ownership Information (BOI)

Download

Illinois Forms

Adoption Tax Credit

Taxpayers who adopted or started the adoption process in 2021 may qualify for the adoption credit.

Go to irs.gov

Illinois Film Production Tax Credit Act

Go to ilga.gov

Complete set of IFO Live Theater Tax Credit Rules & Requirements

Go to ilga.gov

Illinois Research & Development Credit

Go to ilga.gov

EDGE

(Economic Development for a Growing Economy Tax Credit Program)

Go to illinois.gov

Government Forms

Form W-4

Download Form W-4 from irs.gov

Form W-9

Download Form W-9 from irs.gov

Form I-9

Download Form I-9 from uscis.gov

Employee Insurance

Form 1

For employers who offer a health plan to some or all employees.

Download Form 1 from dol.gov

Form 2

For employers who do not offer a health plan.

Download Form 2 from dol.gov

Tax Guides

2025 Tax Guide

Download the 2025 tax guide

2024 Tax Guide

Download the 2024 tax guide

2023 Tax Guide

Download the 2023 tax guide

2022 Tax Guide

Download the 2022 tax guide

2021 Tax Guide

Download the 2021 tax guide

2020 Tax Guide

Download the 2020 tax guide

Government Websites

Internal Revenue Service

Go to irs.gov

Small Business Administration

Go to sba.gov

Rehabilitation Tax Credit

Go to irs.gov

Conservation Easement Audit Techniques Guide

Go to irs.gov

Helpful Links

Credit Scores & Reports

Go to helpwithmybank.org

Quick Links

Refund Tracker

Use our refund tracker to quickly check the status of your refund.

State Department Sites

Get more state-specific tax information straight from your state government's website.