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WELCOME TO MAZZONECPA.COM

We're here to meet all your tax preparation needs.  At Mazzone, C.P.A. we pride ourselves on fast, accurate and affordable tax preparation.  Simply click on a tab at the left to get started. Although this is the first step in using Mazzone, C.P.A. in preparing your individual tax return, it in no way obligates you to use our services.

Don't wait!  April 15th is right around the corner! Contact us and fill out a short questionnaire that will help us better understand your tax preparation needs.

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About

ABOUT

Michael Mazzone has been authorized to have a Certified Public Accountant License by the State of Illinois Division of Professional Regulations. He specializes in Individual (Form 1040), Amended Individual (Form 1040x) Fiduciary (Form 1041), Not-for-Profit (Form 990), and Corporate (Form 1120 and 1120S) tax returns.
 
Mr. Mazzone concentrates his tax practice on tax planning, tax preparation and tax representation attributable to income, estate, gift, excise and franchise tax, treaty analysis, state tax comparisons, and sales and use taxes.  His financial and estate planning services include structuring and implementing comprehensive estate plans, and handling pre-marital planning, asset protection planning and financial planning.   Mr. Mazzone earned his Bachelor of Liberal Arts in Public Accounting degree from Illinois Wesleyan University in Bloomington , Illinois . He earned a Juris Doctorate degree and Masters of Law in Taxation degree (LL.M.) with high honors from Chicago-Kent College of Law in Chicago , Illinois .  In addition, he is a member of the Illinois CPA Society and the American Institute of Certified Public Accountants. He is also a member of the American and Chicago Bar Associations.

Contact

CONTACT

Please fill this form out in its entirety. If you are unsure of one of the questions, please mark yes and it will be clarified at a later date. Once you have completed the form, please hit the submit button below. Please note that all questions below reference Last Year's activity. Please answer all questions for Last Year.  

1. DID YOU RECEIVE ANY INTEREST OR DIVIDEND INCOME?
3. DID YOU PAY MORTGAGE INTEREST ON YOUR PERSONAL RESIDENCE?
5. DID YOU PARTICIPATE IN AN INCOME PRODUCING BUSINESS FOR WHICH YOU DID NOT RECEIVE A W-2?
6. DID YOU CONTRIBUTE TO A COLLEGE SAVINGS (529) PLAN FOR A DEPENDENT? IF SO, PLEASE PROVIDE THE STATEMENT.
8. DID YOU INCUR CHILD/DEPENDENT CARE EXPENSES? IF SO, PLEASE PROVIDE THE STATEMENT.
10. DID YOU PAY INTEREST ON EDUCATION LOANS?
2. DID YOU PAY REAL ESTATE OR PERSONAL PROPERTY TAX?
4. DID YOU BUY OR SELL YOUR PRIMARY RESIDENCE? IF SO, PLEASE PROVIDE CLOSING STATEMENT(S).
5A. DID YOU USE A PORTION OF YOUR HOME EXCLUSIVELY FOR THIS INCOME PRODUCING BUSINESS?
7. DID YOU SELL STOCK, SECURITIES, OR OTHER CAPITAL ASSETS?
9. DID YOU CONTRIBUTE/DONATE (CASH OR NON-CASH) TO A QUALIFIED ORGANIZATION?
11. DID YOU RECEIVE UNEMPLOYMENT COMPENSATION?
12. DID YOU RECEIVE SOCIAL SECURITY BENEFITS?
13. ARE YOU AN EDUCATOR (KINDERGARTEN-12)?
14. DID YOU RECEIVE ANY DISBURSEMENTS FROM AN IRA, PENSION, ANNUITY, OR OTHER RETIREMENT PLAN?
15. DID YOU OWN RENTAL PROPERTY?
16. DID YOU PAY TUITION OR RELATED EXPENSES FOR POST-SECONDARY EDUCATION?
17. DID YOU RECEIVE A K-1 FROM YOUR PARTICIPATION IN A PARTNERSHIP, S CORPORATION, ESTATE, OR TRUST?
18. DID YOU INCUR SUBSTANTIAL NON-REIMBURSED MEDICAL EXPENSES (TOTALING MORE THAN 10% OF INCOME)?
19. DID YOU RECEIVE A W-2G FOR GAMBLING WINNINGS?

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