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 

 

You can drop off or mail your completed information at any time at either location:


HFA Headquarters
1985 Cedar Bridge Avenue
Suite 3
Lakewood, NJ 08701
732-797-1333

HFA Red Bank

194 E Bergen Place

Red Bank, NJ 07701

732-747-0010

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.

New Clients

If it is your first year with us please feel free to download and print a blank organizer.  

 

Returning Clients

Please fill out this form if you have additional questions or would like us to send you an HFA Tax Organizer.

Organizer Delivery Type: