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Business Recordkeeping Guide 2018-2025

Client Information Change Request (Address, Phone, Email)

Client Request for Additional Copy of Tax Return (Released to Client ONLY)

Consent to Disclose Tax Return Information to a Third Party (complete separate disclosures, one for each name)

Deductible and Nondeductible Medical Expenses

Home Improvement Log

How Long Do I Need to Keep My Tax Records?

Personal Profile

Prepaid Audit Service

Our Privacy Policy

Self Employment Deductions Worksheet 

2024 Standard Mileage Rates

2025 Standard Mileage Rates

Statement of Rental Income and Expense

Tax Return Appointment Questionnaire (2024 Tax Year)

Top 10 Reasons to Contact Us During The Year

What to Bring to Next Year's Tax Appointment

 

Address

1751 S. Naperville Rd., Suite 102
Wheaton, Illinois
60189 United States

 

323 Sunny Isles Blvd., Suite 700
Sunny Isles Beach, FL
33160 United States

Contact

Tax-related email:
admin@defilippisfinancial.com

Investment-related email:
defilippis@ceterafs.com

Phone: 630-668-3030

     

Quick Message

Securities and advisory services offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Broker/Dealer website | Important Information and Form CRS | Business Continuity Plan

© 2025 DeFilippis Financial Group® LLC All rights reserved.