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Tax Services Algonquin IL

The good thing about being a recent college grad is that your taxes are straightforward. Unless you own a house or have dependents, doing your own taxes will be relatively easy. You are actually eligible for tax deduction for interest paid on student loans and or tuition. Please scroll down for more information and access to the professional tax services in Algonquin, IL listed below.

Mr. David W. Schlossberg (RFC®), CEP, CFP
(847) 426-1077
1141 E Main St Ste 215
East Dundee, IL
Company
Assured Concepts Group, LTD
Qualifications
Education: Financial Planning Courses at Boston University and DePaul.
Years of Experience: 31
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, Precious Metals, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Nick Nardulli
33 W. Higgins Rd. Suite 510
S. Barrington, IL
Company
Title: Financial Advisor
Company: Nardulli & Associates LLC
Service
Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Finan

Data Provided By:
Linda Townsend (RFC®), MBA
(847) 670-0879
3250 N Arlington Heights Rd., Ste. 102
Arlington Hts., IL
Company
Planning Dynamics, Inc.
Qualifications
Education: BA, MBA
Years of Experience: 11
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Medicaid Planning, Tax Planning, Tax Returns, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Compensation Plans

Data Provided By:
Mr. Jerome Mark Mikulich (RFC®)
(951) 816-9966
1650 N. Arlington Heights Rd #100
Arlington Heights, IL
Company
World Equity Group Inc.
Qualifications
Education: Series 6, Series 63, Insurance Producer, Variable Contracts. Licensed in IL, IN, CA.
Years of Experience: 15
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Mutual Funds, Annuities, Life Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided By:
Fernandez Eric J & Co
(847) 428-7400
895 W Main St Ste 1000
West Dundee, IL

Data Provided By:
Lynn M. Schmidt (RFC®), CFP
(847) 289-7700
645 Tollgate Rd., Suite 140
Elgin, IL
Company
Meritus Financial Group
Qualifications
Years of Experience: 14
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Healthcare Accounts, Asset Protection

Data Provided By:
Dale Bowers
2500 West Higgins Road
Hoffman Estates, IL
Company
Title: Registered Investment Advisor...Enrolled Agent
Company: DJB Financial Inc...World Wide Fund Management
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Northern Illinois University...BS Finance
Years Experience
Years Experience: 25+
Service
CD Alternative,Investment & Portfolio Management,Retirement Income Accumulation Planning,Individual Income Tax Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Retirement Planning,Retirement Income Distribution Planning,Business Income Tax Planning,401k Rollover From Employer,Wealth Management,Investment Consulting & Allocation Design,Asset Protection Strategies & Planning

Data Provided By:
Mr. Steve Lewit (RFC®), CSA
(847) 499-3330
1130 Lake Cook Rd Ste 150
Buffalo Grove, IL
Company
Wealth Financial Group Inc.
Qualifications
Education: MA Economics
Years of Experience: 19
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Trustee Service, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided By:
Liberty Tax Service
(866) 871-1040
166 N Randall Rd
Lake In The Hls, IL

Data Provided By:
Liberty Tax Service
(866) 871-1040
304 W Main St
Carpentersville, IL

Data Provided By:
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Tackling Taxes

By David Pekema
which documents to keep , and how long to keep all those documents.
  • Whom do you owe? – If your parents usually do your taxes or you've moved to a new state, make sure you don't double pay. If you moved mid-year you may want to check in with an accountant to make sure you're not leaving anyone out (or paying something you don't have to).
  • Do it yourself – The good thing about being a recent college grad is that your taxes are straightforward. Unless you own a house or have dependents, doing your own taxes will be relatively easy. Buy tax preparation software to grease the wheels.
  • Hire a pro – If your life is a little more complicated (home, business, moving, student loans, marriage, children, etc.), it may be more prudent to hire a professional. Just make sure you have the right documents, and let the professional find all the tax loopholes for you.
  • Deductions are your friend – Recent college grads can take advantage of a number of tax deductibles, such as moving after graduation and job training. Keep a look out for any deductions you could apply for; they're easy to miss.
  • The American Institute of Certified Public Accountants, through an elaborate propaganda program, has society brainwashed. From the moment we’re born, we are convinced that doing our taxes is some sort of horrific experience—the equivalent to simultaneously

    receiving a prostate check and taking the Bar Exam.

    After years of odd jobs and part-time work, this past year I finally earned enough to warrant filing a return. Waking early one recent Sunday, determined to get this hellish monkey off my back, I hunkered down at my computer—armed with H&R Block TaxCut and a fifth of Beefeater Gin—ready for the worst. To my great surprise, after a scant 90 minutes I had finished both my state and federal returns, was printing receipts for my records, and was turning on the television just in time to catch the tail end of CBS’s Sunday Morning. Here are my stats for the morning: $96 owed to the Feds; $67 owed to me by the State of California; $30 for TaxCut; 90 minutes of my time; and one shot of Beefeater (in celebration of a job well done). The whole experience was really just a simple inconvenience—hardly the paperwork hellstorm I was expecting. Then again, as a recent college graduate, my tax situation was far from complicated—I only had one source of income, no defendants, and I've never given a red cent to charity in my life.

    Ultimately, tackling taxes comes down to a difficult choice between cost savings and being sure to get it right, so consider the following before making the wrong one.

    Doing Them Yourself

    It turns out there is an advantage to being just out of college, making relatively little loot, having few investments, and not owning a home—your taxes are very straightforward. At this “worry-free” stage in your life, all you likely have to keep track of...

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