TAX CENTER
Tax Center and Filing Resources
Welcome to the Tax Center
Resources from your Chicago tax accountant. Here you’ll find guides, checklists, and important updates. Find IRS forms, tax deadlines, filing checklists, and CPA guidance to help you stay organized and tax-ready.
Secure portal workflow. Clear next steps. Direct CPA support
Tax Center and Filing Resources
Welcome to the Tax Center
Resources from your Chicago tax accountant. Here you’ll find guides, checklists, and important updates. Find IRS forms, tax deadlines, filing checklists, and CPA guidance to help you stay organized and tax-ready.
Secure • Organized • CPA Firm Support Year-Round.
Quick Tax Resources
Use these links to access official forms, check filing deadlines, track your refund, log into your secure portal, and review common tax resources before filing.
Tax Center for Individuals and Small Businesses
Get organized tax resources, filing guidance, and CPA support in one place. Hyman Financial Solutions helps individuals and small businesses prepare more clearly, stay compliant, and move through tax season with a more organized process.
Whether you need help preparing a current-year return, catching up on prior-year filings, understanding IRS notices, or getting your books tax-ready, this page gives you a starting point and direct access to practical support.
Tax Resources to Help You Get Started
Use this Tax Center to access essential tax tools, common filing resources, and practical guidance before you begin your return. It is designed to help you get organized, gather the right documents, and move into a more secure CPA-supported filing process.
You can use this page to:
prepare for tax season
gather the right documents
review common forms and filing needs
access official IRS resources
move into a secure, CPA-supported filing process
For Individuals, Self-Employed Professionals, and Families
Tax filing works best when income documents, deductions, prior-year returns, and supporting records are organized clearly from the start. This section is helpful for taxpayers who want a smoother filing process and a better understanding of what may be needed before filing begins.
You may benefit from professional tax help if you:
have multiple income sources
received W-2s, 1099s, or both
need help organizing deductions and credits
are catching up on prior-year filings
received an IRS or state notice
want clearer year-round tax guidance
want a more organized filing process
A stronger tax process starts before the return is filed. Organized records help reduce delays and make the filing process easier to manage.
For Business Owners and Investors
Business and investment tax filing often involves more moving parts, including bookkeeping records, payroll reports, entity filings, rental activity, or multi-state considerations. This section is designed for clients who need a more structured and tax-ready process before filing.
You may benefit from professional tax help if you:
own a business or rental property
need help organizing bookkeeping records
need support with Schedule C, Schedule E, or entity returns
are coordinating payroll with tax filing
sold property or other investments during the year
are missing prior-year records or depreciation details
want more organized reporting before filing
Our goal is to make the process clear, organized, and secure from start to finish.
Common Documents You May Need
The exact documents depend on your situation, but many taxpayers need some combination of the following:
For Individuals, Self-Employed Professionals, and Families
W-2s
1099s
prior-year tax returns
prior-year business return
mortgage interest statements
property tax records
student loan interest forms
childcare or education documents
records tied to major life changes
For Business Owners and Investors
profit and loss statement
balance sheet
payroll reports
prior-year business returns
owner contribution and distribution records
asset or equipment purchase records
rental income and expense records
depreciation schedules or closing statements where applicable
Having complete and organized records helps reduce back-and-forth and allows your return to be prepared more efficiently.
How the Process Works
Initial Review
We start by learning about your situation, the type of support you need, and any current pain points.
Secure Onboarding
If we are a fit, we move everything into a secure portal for document upload, communication, e-signatures, and workflow management.
Service Delivery
We complete the agreed tax, bookkeeping, payroll, or advisory work and keep communication clear throughout the process.
Ongoing Support
When needed, we continue supporting you beyond a one-time project so you can stay organized and prepared year-round.
FAQ
