About us
Tax services for individuals and tax and accounting services for small businesses
Business highlights
34 years of experience
Services we offer
Tax Preparation for individuals and businesses, accounting, bookkeeping, payroll, loan packaging, tax resolution, business valuations - acquisitions & sales, consulting services, S corp elections, business start-up services, LLC setup advice & counsel.
Services we don't offer
Ask for details
Amenities
Eco Friendly Accreditations
Yes
Free Estimates
Yes
Accepted Payment Methods
- Check
Reviews
4.618 Reviews
| Number of Stars | Image of Distribution | Number of Ratings |
|---|---|---|
| 78% | ||
| 11% | ||
| 6% | ||
| 0% | ||
| 6% |
Filter reviews by service
Showing 1-18 of 18 reviews
Bonnie M.
Jan 2018
Accountants/Tax Consultants
He missed my required distribution. Had to file an amended tax form and he charged me an additional $125.00 for his mistake.
Response from T J Phelan & Associates LLC
"I CAN'T RECORD A FORM 1099 IF THE CLIENT DOESN'T PROVIDE IT. ONCE WE REALIZED WE WERE MISSING A RMD/FORM 1099 WE AMENDED THE RETURN. WE HAVE CLIENT CHECKLISTS AVAILABLE FOR CLIENTS USAGE. THEY JUST NEED TO BE USED."
Monica T.
Nov 2017
Accountants/Tax Consultants
Very down to earth, answered all my questions and even recommended/referred other needed services.
Susan D.
Mar 2016
Accountants/Tax Consultants
unknown
William O.
Feb 2016
Accountants/Tax Consultants
Tim was great. Got to know me a little before beginning actual taxes. Answered questions and filled out the proper paper work. E-filed both state and federal. Was great having someone make sure I was doing things right and all above board. Sometimes even when you seem to know what you're doing its comforting to have a pro look things over for you. Will use again for sure next year. Also, welcomes questions throughout the year if a tax situation were to come up. Glad i found him.
Maria M.
Oct 2015
Accountants/Tax Consultants
unknown
Amarna B.
Sep 2015
Accountants/Tax Consultants
Tim was professional and friendly. We had not expected to be able to file our taxes that day. He simplified a process that would normally take us a couple of weekends, lots of head scratching, and one or two domestic disputes. Totally worth it!
David G.
Jan 2015
Accountants/Tax Consultants
With the initial contact and then visit, Tim was very professional. We had to submit multi-state tax forms and he was able to do that without any issues.
I am planning on using his services next year as well.
I am planning on using his services next year as well.
Response from T J Phelan & Associates LLC
"Thanks [Member Name], great working with you guys!"
SAURABH N.
Oct 2014
Accountants/Tax Consultants
We went to Tim's home office in Joliet and he was very clear and polite. This was the first time I was using Tim, as I saw great reviews for him on Angies list. We bought a house in 2012 and hence real estate taxes and other house related paperwork were in the list of documents that we took, so he could file tax returns for us. Despite talking a lot about real estate taxes and other HUD documentation, Tim missed filing real estate taxes in the itemized deduction section. At the same time he completed all documentation and then printed out vouchers that we need to send with payment. We were shocked to see the amount of taxes we were paying and to convince us he said that we will have much lesser payments next year as we would be paying full year of taxes on the home. Since we hired Tim to do our taxes, we did not pay much attention to the details. In 2013, after repeatedly calling Tim, we found out he was tied up with some other bigger clients and will get back to us later. Since we didn't want to wait, we went to another tax attorney/consultant. To our surprise we found out that despite making more money in 2013 we were getting money back, which led us to question our 2012 returns. It didn't take the new tax attorney more than 5 minutes to find out the real estate taxes were missed and we had to file amendments. I had to pay the new attorney about $150 to file this amendment, which unfortunately I had to shell out because of Tim's mistake.
Response from T J Phelan & Associates LLC
"Client [Member name removed] bought home in 2012. In Illinois real estate taxes are paid in arrears, which means you pay for the previous year tax in the current year. When [Member name removed] bought home in 2012, on the settlement statement from the closing, the home purchaser gets a credit from the Seller for the previous years real estate taxes to be paid. The home seller gets to deduct the real estate tax for 2011 that were paid in 2012 by [Member name removed]. Therefore [Member name removed] would not get a deduction for real estate taxes on his 2012 federal tax return. Translating into [Member name removed] home purchase in 2012, [Member name removed] can deduct the real estate taxes in 2013 for real estate tax bill from 2012(in arrears). As a licensed CPA in Illinois, I have to make sure we file returns according to the law and that our work is correct. I stand by my work on [Member name removed] 2012 return, as being correct. It is unfortunate that I couldn't get [Member name removed] on our calendar for the 2013 tax season. I tried twice, but couldn't get through to him. I wish [Member name removed] would have consulted with me before he amended his 2012 return improperly."
Shari K.
Jun 2014
Accountants/Tax Consultants
unknown
Response from T J Phelan & Associates LLC
"Thanks!"
Raymond Z.
Jun 2014
Accountants/Tax Consultants
unknown
Kimberly B.
May 2014
Accountants/Tax Consultants
We waited longer than we should have to find a new accountant, but Mr. Phelan was very professional and got us in for an appointment before April 15. :) He was fair and thorough.
Response from T J Phelan & Associates LLC
"Thanks [Member Name]!"
Michael F.
Apr 2014
Accountants/Tax Consultants
Tim was great to work with and very reasonably priced. As Tim and his wife Julie work out of their house, Tim does not have to pass along the expense of operating out of an office building or pay for additional staff. I felt very comfortable working with Tim and Julie and feel that they did a great job. I will be using Tim in the future and will recommend his services to all my family and friends.
Response from T J Phelan & Associates LLC
"Thanks [Member Name]!"
Dawn U.
Sep 2013
Accountants/Tax Consultants
Tim is very kind and professional. I don't know anyone who doesn't get anxious when dealing with the I.R.S..
Tim makes it make sense. He is easy to talk to. I will be using his services in the future, and recommend him highly.
Tim makes it make sense. He is easy to talk to. I will be using his services in the future, and recommend him highly.
Response from T J Phelan & Associates LLC
"Thank you [Member Name]!"
Scott L.
May 2013
Accountants/Tax Consultants
Excellent!
Response from T J Phelan & Associates LLC
"Thanks [Member Name]!"
TERRY D.
Mar 2013
Accountants/Tax Consultants
The whole process was very smooth, if I had any criticism it was that in his office, Mr Phelan had a television which although at low volume, was playing the whole time I was in his office.
Response from T J Phelan & Associates LLC
"Thanks."
Richard B.
Mar 2013
Accountants/Tax Consultants
Outstanding experience, Tim was great to work with, he was fast courtious, and the professional.
My taxes were prepaired and submitted the same day.
My taxes were prepaired and submitted the same day.
Response from T J Phelan & Associates LLC
"Thanks [member name removed]!"
Timothy T.
Apr 2012
Accountants/Tax Consultants
The experience was good. They explained everything, were professional, and thorough. The price was fair, as well.
Response from T J Phelan & Associates LLC
"Thanks [member name removed]!"
Juli B.
Sep 2011
Accountants/Tax Consultants
He's incredibly professional and very compassionate in the event you need to deal with the feds or the state. (He says the feds are nicer!) I've had a couple of problems, and he's managed to ease my anxiety over any issues, taking care of everything.
Fluent in email and all the latest accounting revamps, he will ensure that you are taking all legitimate deductions. He's a very ethical man, which I think is important - no need to take risks unknowingly. He works out of an office in his house.
Fluent in email and all the latest accounting revamps, he will ensure that you are taking all legitimate deductions. He's a very ethical man, which I think is important - no need to take risks unknowingly. He works out of an office in his house.
Response from T J Phelan & Associates LLC
"Thanks [member name removed]"
Licensing
Bonded
Insured
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FAQ
T J Phelan & Associates LLC is currently rated 4.6 overall out of 5.
Monday: 8:00 AM - 10:00 PM
Tuesday: 8:00 AM - 10:00 PM
Wednesday: 8:00 AM - 10:00 PM
Thursday: 8:00 AM - 10:00 PM
Friday: 8:00 AM - 10:00 PM
Saturday: 8:00 AM - 10:00 PM
Sunday: 8:00 AM - 10:00 PM
T J Phelan & Associates LLC accepts the following forms of payment: Check
Yes, T J Phelan & Associates LLC offers free project estimates.
Yes, T J Phelan & Associates LLC offers eco-friendly accreditations.
No, T J Phelan & Associates LLC does not offer a senior discount.
No, T J Phelan & Associates LLC does not offer emergency services.
No, T J Phelan & Associates LLC does not offer warranties.
T J Phelan & Associates LLC offers the following services: Tax Preparation for individuals and businesses, accounting, bookkeeping, payroll, loan packaging, tax resolution, business valuations - acquisitions & sales, consulting services, S corp elections, business start-up services, LLC setup advice & counsel.
Ask for details