Department of Business Affairs and Consumer Protection
City Services

Tax Preparer Business Information

Tax Preparation businesses are required to prepare and submit a Disclosure Form pursuant to Municipal Code 4-44-030[1]. Completed Disclosure Forms must be emailed to BACPtaxdisclosure@cityofchicago.org. BACP will only accept Disclosure Forms at this email address.  

On March 14, 2012, the City of Chicago passed ordinance 4-44 governing tax preparation services. The ordinance strengthens protections for consumers and requires tax preparers to provide customers with two documents prior to providing any services:

   (1) a "Consumer Bill of Rights Regarding Tax Preparation Services" and

   (2) a "Disclosure Form," which describes and lists the tax preparer's cost of services in compliance with ordinance 4-44-030.

A Disclosure Form must contain the following information:
(A)     a written list, description, and price of the tax preparation service offered by the tax preparer;
(B)     a written list, description, and price of all miscellaneous fees associated with tax preparation services, including filing fees and processing fees;
(C)     a written estimate of the total charge to the consumer based upon the tax preparation services the consumer has selected to purchase;
(D)     a written estimate of the period of time the consumer can reasonably expect to wait for his tax refund; and
(E)     a certification from the tax preparer indicating that the tax preparer has reviewed each disclosure with the consumer and that the tax preparer has verbally reviewed all the required disclosures with the consumer.

As the tax season begins, tax preparers must come into compliance with the requirements set forth in the Municipal Code of Chicago. The ordinance is available to be viewed HERE.

 

[1] See definition of "Tax preparer" in Municipal Code 4-44-010.