TAX PREPARATION & PLANNING

Tax Preparation and Planning for Individuals and Business Owners

Need reliable tax preparation in Chicago? Our CPA team provides accurate filings for individuals and businesses throughout the area.

Get My Tax Quote

See Starting Prices

Secure intake. Reviewed within 24 hours. Flat fee confirmed before work begins.

Diverse business professional reviewing IRS tax documents with a client using a laptop and

WHAT WE DO

Tax Preparation Built on Organized Records and Practical Planning

Tax preparation works best when your income, deductions, credits, and filing obligations are reviewed together. We help you file accurately, document your position, and identify planning items before they become surprises.

To get started quickly, you can view our Tax Preparation Offer, download our Free Tax Checklist, or explore our Bookkeeping Services for year-round support.

Federal and state tax preparation

Self-employed, rental, and business tax support

Deduction, credit, and documentation review

Year-round tax planning and estimated tax guidance

TAX READINESS

Not sure what you need?

Start with a secure tax review. We’ll look at your filing needs, identify what documents are needed, and confirm the right next step before work begins.

Get My Tax Quote

WHO WE SERVE

Built for Clients With More Than a Basic Filing Need

We are well-suited for clients whose tax returns involve business ownership, self-employment income, rental activity, multi-state filing, or year-round planning needs.

Individuals & Families

Support for taxpayers who want accurate filings, organized documentation, and a smoother tax preparation process

Business Owners

Tax preparation and planning for owner-operated businesses that need clean reporting and practical tax guidance.

Investors & Multi-Income Filers

Support for rental property activity, multiple income sources, depreciation, and more complex filing requirements.

OUR TAX SERVICES

What Is Included in Our Tax Preparation and Planning Services

See how we help clients prepare accurate returns, organize filing records, review deductions, and plan ahead with more confidence.

INDIVIDUAL RETURNS

Form 1040 Tax Preparation

Federal and state individual returns for clients with wages, self-employment income, rental property, investments, or multiple income sources.

Schedule C support
Schedule E support
Deduction and credit review

BUSINESS RETURNS

Entity Tax Return Support

Tax return preparation for LLCs, S corporations, partnerships, and owner-operated businesses with entity-level filing needs.

S corporation returns
Partnership returns
K-1 and entity support

PLANNING

Year-Round Tax Planning

Planning support for estimated taxes, income changes, entity decisions, large purchases, and year-end tax readiness.

Estimated tax review
Year-end tax planning
Income and deduction planning

OUR PROCESS

A clear tax process from intake to filing

We make it easy to get started with a secure intake process, clear next steps, and organized support from review through delivery.

01

Secure Intake

Tell us about your filing needs and upload documents through a secure portal.

02

Review & Quote

We review your situation, identify what is needed, and confirm pricing before work begins.

03

Preparation

We prepare the return, review your records, and follow up on open items as needed.

04

File & Plan Ahead

Once approved and signed, we e-file the return and discuss planning items where applicable.

CLIENT RESULTS

Real Client Problems. Practical CPA Solutions

From complex filings to IRS notices, we help taxpayers get organized, file accurately, and understand the next step.

REAL ESTATE INVESTOR | TAX COMPLIANCE

Multi-State Rental Filings Brought Current

Situation:

Properties across four states with missed nonresident filings and depreciation issues.

What We Did:

Reviewed filing history, prepared state filings, corrected depreciation, and organized property records.

Result:

Returns brought current across four states
Depreciation reviewed and corrected
Property records organized for future filing

SELF-EMPLOYED | TAX FILING

1099 Income and Expenses Organized

Situation:

A self-employed client had 1099 income, expenses, and uncertainty around what could be deducted.

What We Did:

Reviewed income records, categorized expenses, prepared the return, and explained what to track going forward.

Result:

Income and expenses organized
Return prepared with cleaner support
Better tracking process created

INDIVIDUAL TAXPAYER | IRS RESOLUTION

IRS Notices Resolved

Situation:

IRS notices, unfiled returns, and a growing tax balance needed to be addressed.

What We Did:

Reviewed the notices, prepared missing returns, contacted the IRS, and helped create a resolution path.

Result:

Outstanding returns filed
IRS notices reviewed and addressed
Resolution path created

WHY CHOOSE US

CPA-level review with a secure, organized process

Clients choose Hyman Financial Solutions because they want more than a return prepared after the fact. They want accuracy, clear communication, and practical guidance that helps them understand what is driving their tax position.

Direct CPA firm oversight

Secure online document collection

Clear pricing before work begins

Support that can extend beyond tax season

RELATED SERVICES

Services That Work Well Alongside Tax Preparation

Bookkeeping & Accounting

Clean books, reconciliations, reporting, and cleanup support to keep your records tax-ready.

View Bookkeeping Services

Payroll Services

Payroll support for accurate processing, timely filings, and records that stay aligned with your books.

View Payroll Services

Tax Resolution

Help responding to tax notices, filing back taxes, and resolving IRS or state tax issues.

View Tax Resolution

FAQ

Answers Before You Book

Ready to File More Clearly and Plan More Proactively?

Whether you need help with an individual return, business filing, multi-state tax issue, or year-round planning, Hyman Financial Solutions provides practical support designed to keep things accurate, organized, and clear.

Get My Tax Quote

See Starting Prices

Tax Preparation and Planning for Individuals and Business Owners

Tax Preparation Built on Organized Records and Practical Planning

TAX READINESS

TAX READINESS

Not sure what you need?

Built for Clients With More Than a Basic Filing Need

Individuals & Families

Business Owners

Investors & Multi-Income Filers

What Is Included in Our Tax Preparation and Planning Services

INDIVIDUAL RETURNS

Form 1040 Tax Preparation

BUSINESS RETURNS

Entity Tax Return Support

PLANNING

Year-Round Tax Planning

A clear tax process from intake to filing

Secure Intake

Review & Quote

Preparation

File & Plan Ahead

Real Client Problems. Practical CPA Solutions

REAL ESTATE INVESTOR | TAX COMPLIANCE

Multi-State Rental Filings Brought Current

Situation:

What We Did:

Result:

SELF-EMPLOYED | TAX FILING

1099 Income and Expenses Organized

Situation:

What We Did:

Result:

INDIVIDUAL TAXPAYER | IRS RESOLUTION

IRS Notices Resolved

Situation:

What We Did:

Result:

CPA-level review with a secure, organized process

Services That Work Well Alongside Tax Preparation

Bookkeeping & Accounting

Payroll Services

Tax Resolution

Answers Before You Book

How much does tax preparation cost for individuals and small businesses?

What documents do I need for tax preparation?

Do I need a CPA for my tax return?

How long does it take to complete my tax return?

Do you offer tax planning in Chicago year-round?

Do you offer year-round support or just during tax season?

Do you prepare taxes for self-employed and 1099 income?

Ready to File More Clearly and Plan More Proactively?

CONTACT US

SUBSCRIBE