SmartVault Secure Portal

We save our clients time and money by leveraging technology to exchange documents and information. Our secure client portal and online submission forms offer confidential and convenient methods of getting your information to the appropriate Sharp Point team member. We take the responsibility of protecting your privacy and data security very seriously, and have partnered with SmartVault technology to maintain the security of your digital information. SmartVault employs SSL and encryption to protect your documents, passwords and interactions. You can read more about SmartVault's security features here

Watch this quick video on how to upload files.

 

While we embrace the power of technology, our clients value our commitment to face-to-face interactions and personal relationships. Call, email or text your team member at any time.


Payroll Processing Center

Download new hire forms or input data directly into our convenient online submission forms. Click the name of the form you need, which will open in a new window. Before we process the online submission form data, we will call you to verify that you indeed have initiated this change to your payroll.

New Hire - Employee Set-Up Form

Direct Deposit Form

Employee Change of Information Form

New Contractor Set-Up Form

Contractor Change of Information Form

Employee Termination Form

If you prefer to complete a form by hand, please download the PDF below and upload the completed form to your SmartVault "Client to Sharp Point" upload folder, or fax to (847) 943-9922. We'll call to confirm.

New Hire - Employee Set-Up Form - PDF

Direct Deposit Form - PDF

Employee Change of Information Form - PDF

New Contractor Set-Up Form - PDF

Contractor Change of Information Form - PDF

Employee Termination Form - PDF


Tax Worksheets

Section coming soon

Federal Tax Compliance Calendar

Below is a summary of the major federal tax compliance deadlines in 2016

Individuals

Friday, Jan 15, 2016 - Pay the final installment of your 2015 estimated tax using Form 1040-ES.
Monday, April 18, 2016 - File Form 1040, 1040A, or 1040EZ. For automatic 6-month extension file Form 4868. Extension payments are due by your original due date and can be mailed with Form 4868 by Monday, April 18th or paid electronically via IRS Direct Pay by Friday, April 15th.
Monday, April 18, 2016 - Pay the first installment of 2016 estimated tax - via Form 1040-ES
Wednesday, June 15, 2016 - Pay the second installment of 2016 estimated tax - via Form 1040-ES
Thursday, Sept 15, 2016 - Pay the third installment of 2016 estimated tax - via Form 1040-ES
Monday, Oct 17, 2016 - File Form 1040, 1040A, or 1040EZ if you timely requested a 6-month extension.

1120-S Corporations

Monday, Feb 1, 2016 - Furnish Forms 1098 and 1099 to recipients for certain payments during 2015. Furnish Form W-2 to employees who worked for you during 2015.

Tuesday, March 15, 2016 - File Form 1120-S for calendar year and pay IL replacement tax. Give a copy of Sch. K-1 to each shareholder. For automatic 6-month extension, file Form 7004.  File Form 2553 to elect S Corp status beginning with calendar year 2016.

Thursday, Sept 15, 2016 - File calendar year Form 1120-S if you timely requested a 6-month extension.

Partnerships

Monday, Feb 1, 2016 - Furnish Forms 1098 and 1099 to recipients for certain payments during 2015. Furnish Form W-2 to employees who worked for you  during 2015.

Monday, April 18, 2016 - File Form 1065 and furnish a copy of Sch. K-1 to each partner. For automatic 5-month extension, file Form 7004.

Thursday, Sept 15, 2016 - File Form 1065 if you timely requested a 5-month extension.


Track Your Tax Refund

Click HERE to check the status of your Federal refund

When to check status of your refund:

  • Within 24 hours after the IRS has received your e-filed tax return; or
  • 4 weeks after mailing your paper return.

When the IRS processes your tax return and approves your refund, you can see your approximate date of refund deposit. Even though the IRS issues most refunds in less than 21 days after they receive your tax return, it’s possible your tax return may require additional review and take longer. 

You should only call the IRS if it has been:

  • 21 days or more since you filed electronically;
  • More than 6 weeks since you mailed your paper return; or
  • The Where’s My Refund? tool directs you to contact them.

Click HERE to check the status of your IL refund. 

You must select the blue "Individuals" button at the top of the page and click the "Where's My Refund?" link under "Individual Income Tax-related Items" in the left hand column.

The Illinois Department of Revenue (IDOR) is taking additional steps to protect Illinois taxpayers from identity theft and fraud. As a result of the new security measure, your refund may take longer than in previous years.


Illinois Post Office Hours on Tax Day

Chicago has one post office that is open until midnight, and other Illinois cities like Aurora, Bedford Park, Naperville and Rockford are open until 7 p.m.

433 W Harrison St. Floor Lobby
Chicago, IL 60699
Phone: 312-983-8130
Open until midnight, last collection at 6 p.m.

6801 W 73rd St.
Bedford Park, IL 60499
Phone: 708-563-7800
Open until 7 p.m., last collection at 7 p.m.

525 N. Broadway
Aurora, IL 60505
Phone: 630-844-8810
Open until 7 p.m., last collection at 5 p.m.

1750 W. Ogden Ave.
Naperville, IL 60540
Phone: 630-717-2662
Open until 7 p.m., last collection at 5:45 p.m.

5225 Harrison Ave.
Rockford, IL 61125
Phone: 815-229-4804
Open until 7 p.m., last collection at 7 p.m.