At Haynie, the new year brings a new tax season. To ensure the complete and accurate preparation of your tax return, we need your tax information as soon as possible. We operate on a first in, first out basis.
Partial Information?
Due to external factors, you may need one or two important tax documents. If you still need to include a couple of late-arriving documents, such as a K-1(s) or a brokerage Form 1099-B, please upload your documents now so that we can prepare your return and then quickly add the remaining documents when you receive them. This will allow us to get started on your tax return.
What We Need
What does your CPA need from you? Click here for a list of general information to gather when preparing documents for your individual tax return or business tax return.
Haynie clients are given a Tax Organizer for collecting the information we need to prepare their tax returns. To access your Tax Organizer click here.
Document Exchange
You may drop off your tax documents or, better yet, upload the information to our secure Client Portal. Please submit your tax information as soon as possible.
Contact Us
We are here to help. Please contact your CPA to discuss your specific tax situation.
