Chicago Consumer Notice
I AM USING A PAID TAX PREPARER....
What are my rights?
1. A tax preparer is required to offer a detailed explanation of their available services.
2. Prior to rendering any service a tax preparer must provide customers with
a disclosure form with the following information:
The price of each offered service and any and all fees.
A statement that prior to entering into any contract, the tax preparer shall provide you, the consumer, with a written estimate of the total charged based upon the tax preparation services you select.
The period of time you can reasonably expect to wait for your refund.
Tax preparers must certify that they provided all of the required disclosures and explanations.
3. You, the consumer, will not be charged any fee or cost without a written contract, and you will receive an estimate of charges prior to entering into a contract.
4. A tax preparer, who individually or in conjunction with another, makes or offers to make a refund anticipation loan is required to make certain disclosures pursuant to Section 10 of the Tax Refund Anticipation Loan Disclosure Act, 815 ILCS 177/10.
5. Tax preparers cannot require the use of any alternative settlement product, such as a refund anticipation loan, a refund anticipation check or a rapid refund.
6. Tax preparers must provide all customers with a copy of this Bill of Rights.
IF YOUR RIGHTS ARE VIOLATED...
You may file a formal complaint with the City of Chicago, Department of Business Affairs and Consumer Protection
BY PHONE:
Call the City’s Non-Emergency Number 311
People residing outside the City of Chicago may call 312.744.5000
BY MAIL:
Department of Business Affairs
and Consumer Protection
Attn: Complaint Intake-Tax Preparation
121 N. LaSalle St., Room 805
Chicago, IL 60602
© 2025 CTS Financial Services, LLC.
All rights reserved.