Customized Tax Optimization

Heintzelman Accounting has the expertise necessary for a smooth, efficient, and painless tax preparation experience.

Let's Get Acquianted

Customized Tax Optimization

Heintzelman Accounting has the expertise necessary for a smooth, efficient, and painless tax preparation experience.

Let's Get Acquianted

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! 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

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.

Empty Date

02. Preparation

Once we have all of your necessary documents, we’ll begin processing your return.
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! 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

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.

Empty Date

02. Preparation

Once we have all of your necessary documents, we’ll begin processing your return.
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?
No. However, any taxes owed are due to the IRS by April 15 whether you have actually filed your return by that date or not. Any taxes that are not paid by April 15 are subject to late payment penalties and interest.
What if I get a tax document in the mail after I file my return?
As a rule, we prefer not to start filing returns until all tax documents have been received. We understand that forms may be corrected, filed late, or simply forgotten. If that happens contact us with the new documents as soon as possible. We will determine whether or not your return needs to be amended and file the amended return if necessary (additional fees apply).
What does HAS do with my sensitive documents once they receive them?
We work in a paperless environment. All documents we receive are secured electronically, and the originals are returned to the client.

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

2023 contribution limits are set for retirement plans. Now is a good time to plan for your upcoming retirement contributions.

Late Breaking News: New 1099-K Requirements Delayed

You will be suprised how many are impacted

If you sell concert or sporting event tickets, sell items on Amazon or eBay, or accept payments using digital tools like Venmo…READ THIS!

Tax Videos

Tax Tips

Plan Your 2024 Retirement Contributions

2023 contribution limits are set for retirement plans. Now is a good time to plan for your upcoming retirement contributions.

Late Breaking News: New 1099-K Requirements Delayed

You will be suprised how many are impacted

If you sell concert or sporting event tickets, sell items on Amazon or eBay, or accept payments using digital tools like Venmo…READ THIS!
{"We began working with Heintzelman Accounting almost four years ago when they were brought on to help us with monthly bookkeeping. Since then, they have become a true partner and the accounting arm to my firm. They assist us with QuickBooks (QBO) training and support, monthly ledger, asset management and financial statement preparation, payroll, including tax filings for 3 states, end of year tax preparation, as well as cash flow projects and forecasting. What makes them truly unique and exceptional is their ability to work under our deadlines, getting us what we need, when we need it."
5
Christina Feeney, Chief Executive Officer
{Heintzelman Accounting Services has been involved with DeWitt Packaging since its inception more than 20 years ago. Their experience, expertise and knowledge have been invaluable to us. Even though they have been an independent accounting firm throughout our relationship, we consider them outstanding members of the DeWitt Packaging team.
5
Jim Baker, President/Owner
{Community Bankers of Michigan has retained the services of Heintzelman Accounting for more than 20 years. With a small staff, we rely heavily on the team at Heintzelman Accounting. They understand our business and are responsive and innovative in terms of the services that they offer.  Gives us great peace of mind knowing that we can count on their knowledge and expertise and that they’ve got our backs when challenges arise.  Over the years, we have confidently turned over several functions to Heintzelman Accounting to free up our staff from daily work that is much more sensible to outsource. Their friendly and cost-effective service is helping our association grow, expand and prioritize our energies and resources in different ways. I highly recommend this firm and enjoy working with them!
5
Michael J Tierney, President
{It is my good fortune that I was introduced to Heintzelman Accounting Services Inc. to provide professional accounting services to my company. Kathy and her staff are talented, hardworking individuals, which has made working with them a pleasure. Their QuickBooks training is easily tailored to a business’s needs and extremely affordable. They definitely provide excellent client services. I absolutely recommend Heintzelman Accounting Services to anyone that is considering their service.
5
Catherine Behrenbrinker, President
{Kathy and her team do an excellent job. They have provided great service to my clients and cleared up complex financial issues for them. They are timely, professional, responsive, and willing to assist entrepreneurs in understanding their financial statements. They stay on the cutting edge and provide proven, practical advice. They are very easy to approach and understand the challenges many business owners face.
5
Rhoda Kreuzer, President
{During 2014 our quickly growing West Michigan specialty food manufacturing company needed to transition from our out-of-state CPA firm to a local accounting firm. Heintzelman Accounting came highly recommended and their dedicated team did not disappoint. HAS handles all of our bookkeeping, accounting, payroll, and tax needs leaving us time to focus on our passion - creating new, innovative flavors. We were excited to find a firm that provides the flexibility and variety of services that we needed and always meets timelines in thorough detail. The staff of HAS is friendly and has a positive attitude which creates a pleasant accounting firm to work with. It is a testament to the great work culture at Heintzelman Accounting Services.
5
Steve Stallard, President

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Let’s meet for coffee or schedule a video chat to find out how a partnership with HAS could help your business.