Frequently Asked Questions
Uploading your documents is super easy through our client portal. Just log into your personal client account clients.vanbaumaccounting.com and there you can upload all your tax documents (We recommend waiting until you have ALL your necessary documents before uploading, this way, you can upload them all at once, and we can start working on the return without missing documents)
Don’t like uploading? No worries, you can stop by our home office and drop them off in our secure drop box out front. Or mail/FedEx them to us at the same location: 404 Alpine Dr Round Lake, IL 60073. Caution: if you mail your original tax documents, we recommend sending them in a manner that allows tracking such as Priority Mail.
Your username is the email address that you created the account with. If you forgot your password or don’t remember creating one, then click on “forgot password” after entering your username. You will then get an email with a link to reset your password. Once reset, follow the link to the portal again, and enter your username and password. If after attempting this, you are still having trouble, please contact Heather at 847-366-6099 (text/call) or email firstname.lastname@example.org . You can also visit our “Help with Client Portal” section on our website, for more helpful tips!
I am a gig worker with Uber/Lyft, DoorDash, UberEats, personal grocery shopping, etc. Do I have to claim what I made? E
Qualifying children are younger than 19, or under 24 if they’re attending school full time for at least 5 months out of the year. Your child must either live with you for more than half the year — or qualify for an exception — and must not provide more than half of their own support. It is important that your children don’t “claim themselves” accidentally so we recommend having us prepare their returns too.
Qualifying relatives are other individuals for whom you provide more than half of their annual support, earn very little, and can’t be claimed as a dependent by anyone else.