Filing Your 2025 Tax Return
Taxes are complicated—we get it. But working with us isn’t. Here’s the three-step plan to get your tax return filed without the stress.
Welcome Letter from GJM Advisory
This will give you a brief overview of how to work with GJM Advisory to file your individual tax return, along with key tax updates released for 2025.
Client Paperwork
This questionnaire, along with your source documents, helps us understand what happened in 2025 so we can accurately prepare your tax return.
Get Us Your Documents
You can either drop off your documents at one of our office locations (Kankakee or Mokena) or you can upload to our secure online client portal, SmartVault.