Building Empowered Financial Futures Together

To get started, simply download our new-client intake forms from the “Community” page. You can complete them online or print them and bring them to your appointment. Once submitted, we’ll contact you to schedule your consultation or next steps.

Our offerings vary — some resources and workshops may be free, while others could have associated fees depending on the services required. If a cost applies, we will always let you know up front before proceeding.

Generally, we’ll ask for basic financial documentation relevant to your situation (e.g., previous returns, income statements, or business startup details). If specific documents are required, we’ll request them when we contact you after you complete the intake form.

You can reach us via phone at (708) 860-2212 or email us at taxconsultant@thetaxrecovery.com. Our office hours are Monday–Friday, 9:00 AM–5:00 PM. If you prefer, you can also use the contact form on the “Contact Us” page for non-urgent inquiries.