Customized Tax Optimization
Heintzelman Accounting has the expertise necessary for a smooth, efficient, and painless tax preparation experience.
Customized Tax Optimization
Heintzelman Accounting has the expertise necessary for a smooth, efficient, and painless tax preparation experience.
Taxes are complex and can be daunting for taxpayers. Tax law is constantly changing, and calculating income, deductions, and other factors accurately is an overwhelming task for most. It’s also an essential one.
HAS connects you with qualified tax experts who are authorized by the U.S. Department of Treasury to represent various types of clients before the IRS. Whether you’re an individual, part of a partnership or a corporation, HAS’s tax professionals are equipped with extensive knowledge in tax law. Their expertise extends to helping you file your tax return efficiently and accurately. To stay abreast of the continual changes in tax law and ensure their knowledge remains current, these experts undergo rigorous continuing education. HAS ensures that their tax professionals exceed the standard requirements, often engaging in extensive training and education to provide the best possible service to their clients.
Connect with a HAS tax expert, who can help you with all your tax needs.
Tax Process
01. Getting Ready
Fillable Engagement letters and tax questionnaires are now available online! Click Here. E-sign your engagement letter as soon as possible so that we know you want HAS to prepare your tax return. Tax organizers will still be available for you to download through your client portal beginning in early January of each year for existing clients. Privacy Policy
New Clients: Click here to download a blank tax organizer.
After collecting your tax return documents, upload your documents here. If you prefer to drop off your documents at our office, you can use our secure drop box at any time.
If your year was a bit different from normal and you want to discuss it, call our office to schedule an appointment with one of our tax professionals.
02. Preparation
We will then email you a list of any questions or requests for additional information.
Once you send the answers back to us, we will complete the return.
Your completed return will then be reviewed by one of our tax professionals.
03. Signatures
Once we’ve completed your tax return, we will email you an invoice for your tax preparation fee. Click on the link in the email to pay the invoice. If we have a unique email address for you and your spouse, we will email you the E-Signature documents for your review.
After reviewing your tax return thoroughly, E-Sign the required tax documents (If you are married, you and your spouse will both need to E-Sign). If you have questions about your return, contact our office.
If for some reason you are not able to use the E-Signature program, your tax return will be available on your client portal for your review and signing instructions will be emailed to you.
04. E-Filling
Once we have received notification that you have signed all the required authorization forms, we will E-File your tax return. Any needed instructions and vouchers will be printed and sent to you via regular mail.
A complete copy of your submitted tax return will be uploaded to your secure client portal so that you can access it anywhere at any time!
Tax Process
01
Getting Ready
02
Preparation
01. Getting Ready
Fillable Engagement letters and tax questionnaires are now available online! Click Here. E-sign your engagement letter as soon as possible so that we know you want HAS to prepare your tax return. Tax organizers will still be available for you to download through your client portal beginning in early January of each year for existing clients. Privacy Policy
New Clients: Click here to download a blank tax organizer.
After collecting your tax return documents, upload your documents here. If you prefer to drop off your documents at our office, you can use our secure drop box at any time.
If your year was a bit different from normal and you want to discuss it, call our office to schedule an appointment with one of our tax professionals.
02. Preparation
We will then email you a list of any questions or requests for additional information.
Once you send the answers back to us, we will complete the return.
Your completed return will then be reviewed by one of our tax professionals.
03. Signatures
Once we’ve completed your tax return, we will email you an invoice for your tax preparation fee. Click on the link in the email to pay the invoice. If we have a unique email address for you and your spouse, we will email you the E-Signature documents for your review.
After reviewing your tax return thoroughly, E-Sign the required tax documents (If you are married, you and your spouse will both need to E-Sign). If you have questions about your return, contact our office.
If for some reason you are not able to use the E-Signature program, your tax return will be available on your client portal for your review and signing instructions will be emailed to you.
04. E-Filling
Once we have received notification that you have signed all the required authorization forms, we will E-File your tax return. Any needed instructions and vouchers will be printed and sent to you via regular mail.
A complete copy of your submitted tax return will be uploaded to your secure client portal so that you can access it anywhere at any time!
03
Signatures
04
E-Filling
Frequently Asked Tax Questions
How long does it take to process my tax return?
Once we have ALL the taxpayer information, we can provide a complete turnaround within 1-2 weeks. Most tax returns are completed within just a few days
What is the latest date I can get info to HAS to file by March 1st?
In most cases, we can complete your filing if we get all your tax documents no later than March 31. Depending on our client volume around that time, however, there may be delays for those who get their info in just under the wire, and extensions may have to be filed in some cases.
What happens if I cannot get my information to you by March 31?
Heintzelman Accounting Services will make every effort to remind you prior to the deadline, to get your information to us in a timely manner. However, we understand that things happen, and sometimes circumstances beyond your control can prevent you from meeting the deadline. If this is the case, contact us to let us know, and we’ll file an extension for you.
What if I need to file an extension and I think I will owe taxes?
HAS will work with you to try to estimate your total income and taxes due. In addition, we will prepare the vouchers you will need to mail in with your payment and extension (additional fees apply).
Do I have to make a payment with my extension?
What if I get a tax document in the mail after I file my return?
What does HAS do with my sensitive documents once they receive them?
Frequently Asked Tax Questions
How long does it take to process my tax return?
Once we have ALL the taxpayer information, we can provide a complete turnaround within 1-2 weeks. Most tax returns are completed within just a few days
What is the latest date I can get info to HAS to file by March 1st?
In most cases, we can complete your filing if we get all your tax documents no later than March 31. Depending on our client volume around that time, however, there may be delays for those who get their info in just under the wire, and extensions may have to be filed in some cases.
What happens if I cannot get my information to you by March 31?
Heintzelman Accounting Services will make every effort to remind you prior to the deadline, to get your information to us in a timely manner. However, we understand that things happen, and sometimes circumstances beyond your control can prevent you from meeting the deadline. If this is the case, contact us to let us know, and we’ll file an extension for you.
Tax Tips
Plan Your 2024 Retirement Contributions
Late Breaking News: New 1099-K Requirements Delayed
You will be suprised how many are impacted
Tax Videos
Tax Tips
Plan Your 2024 Retirement Contributions
Late Breaking News: New 1099-K Requirements Delayed
You will be suprised how many are impacted
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