WHAT IS MY NEXT STEP?

Call for a free consultation

 

          Find last year's tax return

 

                    Copy your identification cards

 

                              Gather your tax documents

GATHER TAX DOCUMENTS
FIND YOUR 2020 RETURN

Locate a copy of LAST YEAR’S TAX RETURN. You may need information from your 2020 tax return in order to file this year’s return electronically.

MAKE
AN APPOINTMENT

Call us or Text:

 309 26-3310

Email us

 · TaxPrep@mchsi.com

FAX

 · 877 919.8234

Regular Mail

 · 402 E Chatham St.

   Lexington, IL 61753

          or

 · 211 S Prospect Suite 6

Bloomington, IL 61704 

 

COPY IDS

Make copies of: 

  • Social Security cards (Your card  and family members that you will claim.)

  • Driver’s license or

  • Photo ID

DO YOU NEED TO
AMEND A RETURN?

You may need to amend your tax return if:
1. You discovered a tax document that you did not include in your original return.
2. You forgot to include a deduction or credit that you were entitled to.
3. You made a mistake on a prior return that you need to correct.

Some of the more common documents you may receive:

 · W-2 forms from each employer Your employer should give you your W-2 form by January 31st.

 · 1099 forms (Interest/dividend statements, retirement income statements, unemployment compensation statements, etc.)

 

 If you itemize deductions:

 · Mortgage interest statements

 · Medical Expenses summaries

 · Real Estate Tax statements

 · Charitable contribution receipts

 REMOTE OPTIONS

To keep your info secure:

  1. Meet with us in-person, or

  2. Drop off your documents, or

  3. Send Docs REMOTELY:       Click HERE for how to send and receive documents  securely.