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Best Tax Services in Naperville

2023

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Website
Downers Grove, IL 60516

Why choose this provider?

Strauss Tax Service was established in 1969 and specializes as tax and financial consultants for individuals and families, small business owners, and Trust and Estate Administrators. Judi Strauss is the owner and principal of Strauss Tax Service and has more than 35 years of experience providing personalized income tax and year-round financial planning services for her clients. Judi earned a Ph.D. degree in Human Resource Management at Union Graduate School and is a member of the National Association of Tax Practitioners and the National Association of Enrolled Agents. Strauss Tax Service provides tax preparation and planning, estate and trust taxes and planning, retirement planning, responding to IRS and IL notices, client representation before the IRS, and audit representation

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.5
Yelp
3.5 / 5 (6)

Website
600 S Washington St Ste 105, Naperville, IL 60540

Why choose this provider?

Quality Back Office is a full-service tax and accounting firm that serves start-ups, small businesses, and nonprofit agencies throughout Naperville and the surrounding communities. Its professional and licensed CPAs file all state, federal, and local sales, employment, and income taxes. Its business consultants also handle clients' accounting, bookkeeping, banking, invoicing, and payroll needs. The accountants also have over 30 years of experience providing virtual CFO services, reducing the need for a full-time officer.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Naperville, IL 60540

Why choose this provider?

Optimo Tax Services provides their expertise for individuals and businesses in the Naperville, Illinois area. Optimo Tax Services offers a broad range of services geared towards personal and business tax matters such as tax preparation and planning, payroll services, and bookkeeping. Optimo Tax Services’ website has several tools and resources for their clients to use, such as an IRS document search tool and tax rates for current and previous years. Optimo Tax Services has several years of experience working on IRS audit strategies and financial issues. Optimo Tax Services is a member of the National Association of Tax Professionals and the AICPA.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
5.0 / 5 (4)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Batavia, IL 60510

Why choose this provider?

Halliwell Tax & Business Services is located in Batavia, Illinois and offers their expertise to individuals and businesses in the Batavia, Illinois area. Halliwell Tax & Business Services specializes in tax return filing and tax planning for individuals, bookkeeping and financial statements for small businesses, and corporate tax return filing. Clients can also use the firms Online Office that offers resources such as a financial calculator that can assist with budgeting, financial planning, or determining loan payments, tax and accounting news, and updates about tax and financial topics of interests. Halliwell Tax & Business Services primary services include bookkeeping, financial planning and statements, payroll services, business tax returns, and tax planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
St. Charles, IL 60174

Why choose this provider?

Lewis & Associates Tax Planning is a tax planning and IRS debt resolution company that offers their services to the residents and businesses of St. Charles, Illinois. Lewis & Associates Tax Planning consultants are Enrolled Agents Admitted to Practice Before the IRS, Certified Public Accountants and Attorneys, and have more than twenty years of combined average work experience. Lewis & Associates Tax Planning specializes in aiding, individuals and businesses set up plans, business owners seeking tax reduction plans, delinquent tax filers who need prior year tax return preparation, and taxpayers filing a petition in tax court. Lewis & Associates Tax Planning is a member of the Illinois CPA Society, St. Charles Chamber of Commerce, and American Society of Tax Problem Solvers.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
Westmont, IL 60559

Why choose this provider?

Golden Age Tax Advisors offers their services to individuals and families, small business owners, retired individuals, and the self-employed in Westmont, DuPage County, Chicago, and surrounding areas. Golden Age Tax Advisors’ mission is to aid their clients in reducing their taxes and help them earn a secure retirement free from market risk. Golden Age Tax Advisors is staffed by experienced licensed insurance professionals who offer a broad range of personal taxation and tax planning services. These services include review and assessment of all tax and related documents, electronic filing and prompt refunds, estate and trust planning, personal retirement planning, and much more.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (5)
Yelp
5.0 / 5 (3)

Website
Oak Brook, IL 60523

Why choose this provider?

DX Financial Solutions is a bookkeeping and tax preparation service, located in Oak Brook, Illinois and provides customized options and services for their clients across the United States. DX Financial specializes in the Intuit QuickBooks Suite Solutions and can provide many services, such as new company setup, full-charge bookkeeping, quarterly tune-up, troubleshooting, payroll, QuickBooks Training, and tax preparation. Their bookkeeping service occurs on a monthly basis and includes bank, credit cards, and any customer and vendor transaction. The bookkeeping service can also perform bank reconciliation. DX Financial Solutions is registered with the IRS as Electronic Return Originators and Reporting Agents.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Naperville, IL 60540

Why choose this provider?

RKB Global Tax specializes in US and International taxation for individuals and corporations. RKB Global Tax primary goal is tax compliance, with a focus on year-round tax planning and consulting for their clients. RKB Global Tax services include business startup and consulting, long-range business planning, estate and gift tax planning, financial services, electronic tax filing, and accounting and payroll services. For individuals, RKB Global Tax can help foreigners residing in the US and US citizens residing and working in foreign countries. For corporations, their client base can range from a multi-state focus within the US to cross-border businesses with an international focus.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)
Yelp
5.0 / 5 (1)
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Frequently Asked Questions

  • Introduction

    In the early spring of every year, nearly everyone has a decision to make — should you try to file your taxes on your own or hire a tax professional? There are pros and cons to each option. For example, hiring someone to do your taxes isn't free, but it will ensure that you can take advantage of everything at your disposal when filing your tax returns.


    Ultimately, the decision about whether to hire a tax professional will come down to factors such as the complexity of your tax situation and whether you'll be able to file them on your own.

  • When can I file my taxes?

    You can file your tax returns between getting access to your annual income information and Tax Day. In most years, federal Tax Day occurs on April 15, but in 2020 and 2021, tax deadlines were delayed because of COVID-19, extending the filing period. 

  • How much do you have to make to file taxes?

    State and local minimums to file taxes vary concerning where you live. The federal minimums fluctuate depending on your age, filing status, and tax year. For example, if you filed in 2020 as single and under 65 years of age, your income needed to be at least $12,200.

  • Do I have to file taxes?

    If your income over a calendar year exceeds the threshold for your age group and filing status, you must file a federal tax return for that year. State and local rules vary. For example, there are some areas that don't have income tax at all and have different rules for filing taxes.

  • What happens if you don\'t file taxes?

    If you don't file and pay your taxes by the deadline, unpaid taxes will incur interest up to 25% of the unpaid amount. This, in addition to the unpaid amount, will be what you owe the IRS. Different states treat unpaid taxes differently and penalties range from fines to jail time.

  • How do I file taxes?

    Filing taxes involves getting your annual income documents and statements and filling out a tax return, which will tell you the amount you owe for the year. You can choose to fill out your returns yourself and mail them or file online. Or, you can hire a professional to fill out and file the returns for you.

  • How do I file taxes for free?

    There are several services that offer free filing of federal tax returns. The most notable are online services, including IRS.gov and TurboTax. You can also look around for community organizations that offer tax filing for free as a service for community members, including the local library.