Find a tax preparer near Lake Zurich, IL

Top 10 Tax Preparers near Lake Zurich, IL

Avatar for Joshua B. Lewis Financial Services, LLC
Avatar for Joshua B. Lewis Financial Services, LLC
8.
Joshua B. Lewis Financial Services, LLC
8.
Joshua B. Lewis Financial Services, LLC

5.0

(1)

5.0

(1)

Individual Tax Preparation

  • Serves Lake Zurich, IL
Hello! I am Joshua B. Lewis, owner of Joshua B. Lewis Financial Services, LLC. As a dedicated and experienced Certified Accountant, Payroll Specialist & Bookkeeper, I am committed to providing you accurate and timely financial reporting for your business. I come from working as an accountant mostly working for corporations in the greater D.C. metro area. I currently have about 8 years of experience in the financial services industry. Only recently have I decided to invest furthering my education to become a QuickBooks ProAdvisor Accountant & Payroll Specialist to broaden my knowledge for my finance company. My expertise is in Accounts Payable, Accounts Receivable, Payroll Services, Bank Reconciliations, Budgeting for Profit and Loss and/or Reporting, and Cleaning up your books! I can streamline your bookkeeping processes, ensuring you have clear visibility into your finances, allowing you to make informed decisions about your company's future. In addition to being a Certified QuickBooks ProAdvisor Accountant, I am skilled in converting current users of QuickBooks Desktop to QuickBooks Online, making it easier for my clients and their customers/clients “on-the-go”, in addition to converting and importing files into QuickBooks Online (QBO). Fun fact: I’ve also been a plumber for the past 19 years, and a Sign Language Interpreter for the past 31 years. Variety is the spice of life! Services Provided are as follows: 1. Accounts payable 2. Accounts receivable 3. Bank reconciliation 4. Billing 5. Bookkeeping 6. Daily accounts management 7. Inventory management 8. Monitoring and managing cash flow 9. Maintaining a balanced general ledger 10. Monitoring and managing cash flow 11. Payroll services – full service 12. Preparing financial statements 13. Tax Preparer (1040 individual, 1099’s, 1040, K-1’s, Partnerships, Estates and Trust) 14. Tax Advisory 15. Tax Strategy Planning for Businesses & IndividualsSee more
Hello! I am Joshua B. Lewis, owner of Joshua B. Lewis Financial Services, LLC. As a dedicated and experienced Certified Accountant, Payroll Specialist & Bookkeeper, I am committed to providing you accurate and timely financial reporting for your business. I come from working as an accountant mostly working for corporations in the greater D.C. metro area. I currently have about 8 years of experience in the financial services industry. Only recently have I decided to invest furthering my education to become a QuickBooks ProAdvisor Accountant & Payroll Specialist to broaden my knowledge for my finance company. My expertise is in Accounts Payable, Accounts Receivable, Payroll Services, Bank Reconciliations, Budgeting for Profit and Loss and/or Reporting, and Cleaning up your books! I can streamline your bookkeeping processes, ensuring you have clear visibility into your finances, allowing you to make informed decisions about your company's future. In addition to being a Certified QuickBooks ProAdvisor Accountant, I am skilled in converting current users of QuickBooks Desktop to QuickBooks Online, making it easier for my clients and their customers/clients “on-the-go”, in addition to converting and importing files into QuickBooks Online (QBO). Fun fact: I’ve also been a plumber for the past 19 years, and a Sign Language Interpreter for the past 31 years. Variety is the spice of life! Services Provided are as follows: 1. Accounts payable 2. Accounts receivable 3. Bank reconciliation 4. Billing 5. Bookkeeping 6. Daily accounts management 7. Inventory management 8. Monitoring and managing cash flow 9. Maintaining a balanced general ledger 10. Monitoring and managing cash flow 11. Payroll services – full service 12. Preparing financial statements 13. Tax Preparer (1040 individual, 1099’s, 1040, K-1’s, Partnerships, Estates and Trust) 14. Tax Advisory 15. Tax Strategy Planning for Businesses & Individuals

Q & A

Answers to commonly asked questions from the experts on Thumbtack.

How much does it cost to get taxes done?

Hiring a professional to help with income tax preparation can be priceless. Pro help can mean no mistakes and a maximized tax return. The cost to get your income taxes done depends on the professional you hire. Tax attorneys or in-demand CPAs will often have the highest rates for their services. Next in the pricing tier are enrolled agents, who will usually have higher rates than individuals solely working with a preparer tax identification number (PTIN). Nationally, the average cost of income tax preparation ranges from $150 to $190. Income tax preparation prices can also vary based on where you live and the complexity of your tax returns. Here are some examples of average income tax preparation prices from an enrolled agent:  

  • Taxpayers filing only a W-2 tax form: $50.
  • Taxpayers filing a W-2 along with additional tax forms such 1099-INT and 1098-E: $150.
  • Taxpayers with several tax forms and one or two additional considerations such as a rental property, investment transactions, K-1 income, 1099-MISC or a simple small business: $225.
  • Taxpayers with multiple activities (rentals, K-1 income, small business, etc.), several stock transactions and more: $395.

Nationally, the average hourly rate nationally for a tax prep professional ranges between $150 and $450.  

Is it better to have a CPA do your taxes?

Hiring a certified public accountant (CPA) could be a better option instead of doing your taxes by yourself, but it depends on your tax situation and preferences. Having a CPA do your taxes is usually recommended if you have a business or any type of side job, or if you’ve been contacted by the IRS for a tax-related matter. Others who can benefit are those who own rental properties or have many assets. You can also hire a CPA if you need help understanding what deductions or credit you might qualify for.

What is a tax preparer called?

A tax preparer can take the form of several different job titles, but they must have an IRS Preparer Tax Identification Number (PTIN) to be authorized to prepare federal tax returns, according to the IRS. Some titles may include enrolled agents, who are licensed by the IRS, as well as certified public accountants (CPAs). Some tax attorneys may offer tax preparation and planning services, though not all are qualified to do this.

Is it worth it to pay someone to do your taxes?

There are several reasons it could be worth it to have an experienced professional do your taxes instead of self-filing. For example, it can help reduce the chance of you making a mistake that could land you in trouble with the IRS. And, it could save you time for other important tasks. If you have a side job, rental property or many assets, having someone do your taxes can pay off in the short- and long-run.

Contact several tax professionals near you to discuss your needs and get free estimates. Then, decide if hiring a pro is right for you.

How much do accountants charge for tax help?

On average, individual tax preparation services cost $242, and prices typically range from $137- $454. However, many factors can impact how much an accountant will charge you for tax assistance. For an accurate price estimate, request quotes from several certified public accountants (CPAs) near you. 

Who can file my taxes?

Any individual with a preparer tax identification number (PTIN) is eligible to file your income taxes on your behalf. However, this doesn’t necessarily mean they will be the best candidate to provide the help you need with your income tax preparation. The IRS explains that CPAs, attorneys and enrolled agents are all allowed to legally represent their clients before the IRS. They have a more thorough understanding of tax code than an individual operating solely with a PTIN or an Annual Filing Season Program participant who provides their services on a volunteer basis. Consider the complexity of your tax return and what level of expertise you’ll require. Before entrusting someone with your private financial and personal information, do some research on their qualifications. The IRS has a searchable database where you can verify the background and credentials of your income tax preparation professional. Once you have selected someone, ask about their service fees and confirm their availability. Then provide them with all the documentation they require, including W-2s, 1099s and more. Always ask to review the paperwork before it is submitted, and never sign a blank tax return.

There are 8 five star Tax Preparers in Lake Zurich, IL on Thumbtack.

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