Individual Tax Submission
HFA is happy to provide you with resources to collect and organize all of your key documents and information. We hope this list helps to make the tax preparation process as efficient as possible for you.
The following is a list of key documents that should be returned to our office, or brought in for your meeting with us:
Acknowledgement of receipt of any Advanced Child Tax Credits (see Page 8)
Acknowledgement of receipt of the stimulus check distributed in March 2021
A copy of your 2019 and 2020 federal and state tax returns, if not prepared by this firm
Form(s) W-2 (wages, etc.) or W2G (gambling)
Form 1095-A, 1095-B, or 1095-C regarding health care coverage
Form(s) 1099 (interest, nontaxable municipal bond interest, dividends, pensions, etc.)
Schedule(s) K-1 (income/loss from partnerships, S corporations, or trusts)
Forms 1098 (mortgage interest) and 1098-T (college tuition)
Brokerage statements reflecting investment income and sales of securities (1099-B)
Closing statements of real estate transactions (buy, sell, loan, refinancing, etc.)
Any tax notices received from the IRS, Franchise Tax Board, or other taxing authorities
We ask that you provide us with all of your tax information by March 15, 2022, to complete your return by the deadline; otherwise, it may be necessary to file an extension. The automatic extension is six months for those requesting additional time to file. Payment of the proper estimate of your tax liability should be made with the extension by April 15, 2022, to alleviate any charges from the tax authority for interest and penalties. Filing an extension is easy and it ensures that we have enough time to review and complete your tax return if you’re unable to get us all the information we need before the tax deadline. Our office will be preparing extensions before April 15, 2022, to assure timely filing.
We look forward to working with you this year and we are excited to start the 2022 tax season.
You can drop off or mail your completed information at any time at either location:
1985 Cedar Bridge Avenue
Lakewood, NJ 08701
HFA Red Bank
194 E Bergen Place
Red Bank, NJ 07701
You can also send your documents through the secure document portal Safe Send Documents, addressing them to Tax Information Main or Tax Information Red Bank.
Please include all your contact information in any correspondence, including your address, phone number, and email address.
You can request a Client Organizer to help our staff to accurately prepare your income tax returns, and also identify tax deductions or credits that may be available to you. It is therefore important that you fill in the Client Organizer as completely as possible and return it to us with all of your income tax documents and information. If we prepared your tax return last year, prior year data is included in the organizer for your reference.
If it is your first year with us please feel free to download and print a blank organizer.