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  2. Tax Services
  3. Important Documents

Important Documents

Business Recordkeeping Guide (2018 - 2025 Tax Year)

Checklist for Next Year's Tax Return Preparation Appointment

Client Information Change Request (Address, Phone, Email)

Client Request for Additional Copy of Tax Return (Released to Client ONLY)

Consent to Disclose Tax Return Information to a Third Party (complete separate disclosures, one for each name)

Deductible and Nondeductible Medical Expenses

Home Improvement Log

How Long Do I Need to Keep My Tax Records?

New Client Appointment Data Worksheet

Personal Profile

Prepaid Audit Service

Privacy Policy

Returning Client Appointment Data Worksheet

Returning Client Accept or Decline Tax Services

Self Employment Deductions Worksheet (2018 Tax Year)

Self Employment Deductions Worksheet (2019 Tax Year)

2019 Standard Mileage Rates

Statement of Rental Income and Expense

Tax Return Appointment Questionnaire (2018 Tax Year)

Top 10 Reasons to Contact Me During The Year

What to Bring to My Tax Appointment

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Contact info

  •   1751 S. Naperville Rd., Suite 102, Wheaton, Illinois 60189
  •   (630) 668-3030
  • Tax-related email address:  admin@defilippisfinancial.com
  • Investment-related email address:  defilippis@ceterafs.com

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Securities and advisory services offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

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