As a complimentary benefit to all of our clients, H1 Tax Services Corp. has invested in providing you a secure upload site with individual login and password that you create and manage.
Please complete the following form in order to establish your account and upload your documents. Please note that we usually respond to all submissions in 1 business day. You will recieve a confirmation email for every successful upload.
The New Client Form is a 3-page form we use to gather your basic tax-filer information.
All first-time clients must complete this document for us to properly prepare your tax return. You may need to submit additional forms as well.
You can access this form and all our other forms here.
There are the most common items submitted to us:
New or Returning Client Form
W2 Statements
Bank Interest Statements
Mortgage Interest Statement
Property Tax Statement
Brokerage Account 1099
Brokerage Account Gain/Loss
Ownership/ Partnership K-1
Here is a complete list.
We have created a free tax document upload site so that you can pre-submit all your tax documents before your appointment. This will reduce your lag time and help us provide you better service. Upoad your file now!
Not a problem! We serve clients who live all over the country and abroad, and many choose to submit tax paperwork via email, post or fax. More.