Income Tax Preparation and Planning


Tax Planning

One of the biggest concerns we hear from new clients is rising taxes.  It is the combination of our tax professionals working alongside our financial advisors that makes our firm so effective in tax planning.  In today’s volatile tax environment, you need a firm that can help protect you from over taxation.

Your income tax story does not have to be written by the IRS alone. There are strategies and planning that should go hand in hand with your long term retirement income goals. We believe that good tax planning is a critical part of your long term plans, and that is why we have been preparing taxes for the public since 2002. You need to be aware of the opportunities and dangers that exist for you in the tax code.

Tax Preparation

Downey Financial Group has been preparing tax returns for over 15 years and regularly completes over 1000 personal and corporate returns.  Come experience what has been called one of the best values in Chicagoland! Beyond the quality of our work, many clients love the special pricing:

Complete income tax preparation for just $89*.

  • Includes your federal + one state tax return.
  • Includes E-file.
  • Includes Single, Joint, or Head of Household tax returns.

*Offer good for clients age 50+. If filing JOINT return, at least 1 taxpayer must be age 50+ to qualify for offer. Offer good for personal tax preparation only. Offer not valid for corporate or business tax returns. Downey Financial Group strives to offer the best service to each client. Due to the responsibility our firm takes on when representing a client for tax preparation, we reserve the right to refuse service to any client for any reason. Offer expires 12/31/2018.