Personal
Tax Preparation

At OkeyTax, we make filing your personal taxes easy, accurate, and stress-free. Whether you're an employee, an independent contractor, or have multiple income sources, our experienced professionals ensure you maximize your refund by claiming every deduction and credit you’re entitled to.

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What to Bring for Your Tax Appointment

To ensure a smooth and efficient filing process, please have the following documents ready:

📄 Identification & Personal Information

• Valid ID (Driver’s License, State ID, or Passport)

• Social Security Numbers (or ITINs) for yourself, spouse, and dependents

💰 Income Documents

• W-2 forms from all employers

• 1099-NEC, 1099-MISC, 1099-K (for independent contractors, freelancers, or gig workers)

• 1099-INT, 1099-DIV, 1099-B (for interest, dividends, or stock sales)

• Rental income records (if applicable)

📑 Deductions & Credits

• Mortgage interest statements (Form 1098)

• Property tax records

• Childcare expenses & provider details

• College tuition & education expenses (Form 1098-T)

• Medical expenses (if substantial)

• Charitable donation receipts

🏠 For Real Estate Investors & Stock Traders

• Rental property income & expense records

• Brokerage statements showing stock trades & gains/losses

💡 Pro Tip: Gather all necessary documents ahead of time to avoid delays and ensure an accurate return. If you're unsure about anything, bring it with you—our experts will help you determine what’s needed!

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Why Choose OkeyTax?

✅ Flat-rate pricing starts at $200
✅ Independent Contractor (1099-NEC) filings from $300
✅ Expertise in real estate & stock investment taxation
✅ Serving the Northwest suburbs of Chicago
✅ Languages: English, Russian, Ukrainian, Romanian

📞 Schedule your appointment today and file with confidence!