Answers to Commonly Asked Questions

Here at R&W, if you have questions, we have answers! Listed below are some of the most commonly asked questions that we receive. The answers are provided below each question.

General

1. What types of services does R&W offer?
   We are a full-range accounting firm offering accounting, tax return preparation, financial planning, business consulting and information technology services.
   
   
2. How much does a new client meeting cost with one of the partners?
   Typically the initial meeting is free of charge.
   
   
3. What are your telephone hours during tax season?
   8:30am – 5pm. We maintain the same hours all year long.
   
   
4. How do I open a retirement account?
   Contact our office and ask to speak to Mary Jane Walsh. She will assist you in getting the necessary paperwork completed.
   
   

Tax Related

1. How do I request a client organizer?
   On our website under Contact Us or simply by calling Jodi at (847) 699-7600.
   
   
2. What is the minimum charge for tax returns?
   $425 for 2007 personal income tax returns.
   
   
3. Where can I find the Records Retention Schedule?
   On our website under Business Resources.
   
   
4. How long do the tax planning meetings last?
   Typically 1 hour. Please be sure to make an appointment ahead of time.
   
   
5. How long before you complete my tax return?
   Once we have all of your information that is needed to prepare the return, we honor a 3 week guarantee to get it back to you.
   
   
6. Where is my refund?
   Both the IRS and State of Illinois offer a web link to this information.  The following links will take you directly to the websites. Keep in mind that you will need to have a copy of your tax return handy to answer the questions that will be asked.   For the IRS, click here.   For the Illinois Department of Revenue, click here.