Each year, we kindly request that both new and returning clients take just a few moments to help us begin your income tax filing process by completing the forms provided below.
In addition to a New or Returning Client form, you may need to complete additional forms based upon your case. Our privacy policy can be found here for your reference. Thank you in advance for your patronage!
All forms are provided in Microsoft Word format, unless noted otherwise.
NEW CLIENT FORM
We request clients who have not filed with us before to please complete this form.
RETURNING CLIENT FORM
We request returning clients who are not able to visit our office in person to please complete this form to ensure that the information we have on file is current.
For our valued "out-of-state" clients who are submitting their paperwork by fax or email, please acknowledge the special note on page 3. Thanks.
EDUCATION CREDIT FORM
If you, your spouse or dependent has received a 1098-T statement for tuition paid towards advanced education, please complete this form to receive your education credit.
HOMEOWNER'S FORM
This form enables you to claim credit for the mortgage interest and property taxes paid on your home. This form is for principal residences only. If you own rental property or receive rental income, please contact our office as there is additional information you must provide.
INTERNATIONAL MOVER'S FORM
This credit only applies to families who have entered the USA within the past calendar year. You can claim specific expenses that your employer did not cover for your family's relocation. There is no credit for leaving the USA to return to your home country.
DOMESTIC MOVER'S FORM
This credit applies if you have moved 50+ miles within the past calendar year. You can only claim specific expenses that your employer did not cover for your relocation within the USA.
The IRS requires very specific information on your trade activity that is your responsibility to provide in the manner that they require. Many of our clients who trade stocks utilize Gains Keeper to ensure that their stock activity is both properly organized and accurate.
ITIN APPLICATION & DOCUMENT CHECKLIST (PDF FORMAT)
Exclusively for clients who are in the USA legally without a SSN (typically spouses of H1-B visa holders). Our firm is qualified and experienced in working with the IRS and US Immigration authorities to give your family the best ability to obtain an ITIN for your spouse or dependent. Being able to claim either would greatly benefit your tax refund, lawfully.
All information collected including those from our forms adhere to our Privacy Policy. Your privacy is our priority.
We encourage you to contact our office prior to planning your visit so that we can accommodate your schedule as best as possible
Established in 2000, the office doors of H1 Tax Services are open with regular weeknight and weekend hours all year long.
We stand behind all our work.