PERSONAL TAX SERVICES

Your return should explain the past.
Your CPA should help you prepare for what’s next.

Accurate tax preparation and clear advice for individuals and families—from common family credits to complex investments, partnerships, and major financial decisions.

CHOOSE THE RIGHT LEVEL OF SUPPORT

Two clear personal-tax relationships.

Every engagement begins with careful preparation. Private Client Tax Advisory adds proactive planning, professional coordination, and year-round attention.

01 · ANNUAL TAX PREPARATION

Individual & Family Tax Preparation

Complete federal and state tax preparation with attention to the credits, deductions, and reporting issues that affect your household.

  • Form 1040 and state income-tax returns
  • Child, dependent-care, and family tax credits
  • College education credits and student-loan interest
  • Illinois property-tax and qualifying K–12 education-expense credits
  • Investments, retirement income, rental properties, and itemized deductions
  • Withholding and basic estimated-tax guidance
Discuss your personal return →
02 · YEAR-ROUND TAX ADVISORY

Private Client Tax Advisory

For individuals and families whose tax picture extends beyond a straightforward annual return—and whose decisions benefit from planning before year-end.

  • Complex K-1, K-3, investment, and foreign-tax matters
  • Year-round projections and estimated-payment strategy
  • Real-estate, retirement, charitable, and life-event planning
  • Coordination with financial advisors and attorneys
Explore Private Client Advisory →

INDIVIDUAL & FAMILY TAX PREPARATION

Important details deserve more than data entry.

CYNOVA reviews the facts behind the forms so available tax benefits are considered and unusual items receive appropriate attention.

01

Family & dependents

Child Tax Credit, Credit for Other Dependents, dependent-care expenses, adoption-related matters, and changes in filing status.

02

Education

College education credits, student-loan interest, 529 reporting, and qualifying Illinois K–12 tuition, book, and lab expenses.

03

Investments & property

Brokerage reporting, capital gains and losses, rental activity, home sales, mortgage interest, and property-tax credits.

04

Retirement & benefits

IRA and retirement-plan distributions, Social Security, pensions, health savings accounts, and related tax reporting.

05

Life transitions

Marriage, divorce, a new child, inheritance, relocation, job changes, and other events that can reshape the return.

06

Payments & planning

Withholding review, estimated payments, prior-year carryovers, and a clear explanation of the expected outcome.

Education-expense note: Federal education credits generally apply to qualifying postsecondary education. Illinois offers a separate credit for certain qualifying K–12 expenses, subject to eligibility rules and limitations.

PERSONAL TAXES. PERSONAL CONSEQUENCES.

Know what was filed—and what deserves attention next.

Choose your meeting →