Dear Mack-L Client,
Please read this communication in its entirety for details on how to navigate the 2023 tax season!
ORGANIZERS
You still have the option and can now download your 2023 tax organizer! Go to the "Clients" page on our website and scroll down to the Tax Organizer section to download the questionnaire that best suits your tax situation. While these questionnaires are not prefilled with your information, they are still the same format we have always used. If you would like a personalized organizer, please call the office and we will send you one. If you are not sure which one was used in previous years you can go back and look at your 2021 returns, or you can call the office for verification.
SCHEDULING
PLEASE READ CAREFULLY AND THOROUGHLY!
We are still operating as a first come, first serve firm. You will receive a number when your documents have been received and returns will be prepared in numerical order. Starting February 15th, you can check our website to see which numbers are currently being worked on. Make sure you have sent us all your documents at the same time, or your return will be put on hold and given a new number. Please note, depending on where you are in the queue, not having all your documents in a timely manner could mean you would be put on extension.
This tax season we will prepare your returns and send them to you for approval before e-filing. You can give us the green light to e-file your tax returns by signing your signature forms and you will be all set! Should you need to discuss your returns further a phone or virtual appointment can be made with Lisa before e-filing.
TAX DOCUMENTS
Our “Upload Documents” link on the Clients page of our website is still an active option for sending us your documents. However, you still have the option of mailing in or dropping off your documents! If you are dropping off or mailing in your documents, send us your copies and you keep the originals.
Here is an idea of what the process will look like:
1. Send your documents via our upload link on our website, drop off, or mail in.
2. Receive an email or phone call from us with receipt confirmation and your number.
3. Staff will prepare your returns.
4. Lisa will review your returns.
5. Your returns will be sent to you via email, or mailed to you (your preference), for your review. If you approve you can give the okay for us to e-file and send us your signed signature forms (we will not e-file without signed signature forms). If you have questions and/or need to discuss with Lisa, we can then set up a phone call or virtual appointment.
We are very much looking forward to working with you again this coming tax season!
Stay safe, warm, and healthy,
The Mack-L Team
If you need to pick up your tax documents and/or tax returns please call the office at 847-852-3350 to make arrangements.
Follow the link below to find more about your Illinois refund
Click the link below to find out more information on deducting meals from your business returns
Click the link below to learn about this special allowance.
Click the link below to learn about Illinois retirement plan laws
Click the link below to learn about Illinois PTO laws
Starting January 1, 2024, many companies will be required to report information to the U.S. government about who ultimately owns and controls them.
Please follow the link below to find out more about this new update.
Need to estimate your withholdings? Click the link below for the IRS withholding calculator.
Learn about common business deductions and what is not deductible.
Copyright © 2024 Mack-L Associates, Inc. - All Rights Reserved.
Powered by GoDaddy Website Builder
Taxes returns are being prepared in the order received. Our turn around time is approximately 4-6 weeks from the date all tax docs are received.