CLIENTS

Welcome New & Returning Clients!


Your Tax Preparation Roadmap

This page is designed exclusively for current clients of Helping Individuals Maximize.

Here, you’ll find everything you need to successfully navigate the tax preparation process, from required documents and timelines to next steps and important expectations.

Please review this page carefully, as it serves as your central hub for guidance, updates, and action items throughout your tax filing experience.

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Who This Page Is For

  • Who This Page Is For

    • Current tax preparation clients
    • Returning clients for the current tax year
    • Clients who have already completed intake

  • What You’ll Find Here

    • Document requirements
    • Process timelines
    • Communication expectations
    • Next-step instructions

  • What This Page Is Not

    • A booking page
    • General tax advice
    • IRS correspondence support

Important: The accuracy and timeliness of your tax return depends on the information you provide. By proceeding with our services, you acknowledge and agree to the responsibilities outlined below.

CLIENT RESPONSIBILITIES

WHAT WE NEED FROM YOU


(Accuracy & Truthfulness)

You are responsible for providing complete, accurate, and truthful information for your tax return.

This includes:


  • All income sources (W-2s, 1099s, self-employment, side income, etc.)

  • Correct personal information (name, SSN, DOB)

  • Dependent information that meets IRS eligibility rules

  • Accurate banking details (if applicable)

⚠️ Important Notice:

We do not verify income or create documents. We prepare tax returns based solely on the information and documents you submit.

REQUIRED DOCUMENTS

(Submission Timelines)

To begin and complete your tax return, all required documents must be uploaded through our secure system.

Required documents may include:


  • Government-issued photo ID

  • Social Security cards (you and dependents)

  • Income documents (W-2, 1099, Schedule C records)

  • Prior-year tax return (if applicable)

  • Additional documentation requested during review

📌 Document Deadline Policy:


  • Returns are processed only after ALL required documents are received

  • Missing or late documents may delay processing or filing

  • Incomplete submissions will pause your return

TIMELY RESPONSES

(Communication Expectations)

Timely communication is required to keep your return moving forward.

You agree to:


  • Respond to requests for clarification or missing documents within 48 hours

  • Monitor your email and client portal for updates

  • Complete verification steps when prompted

⏳ Failure to respond may result in:


  • Processing delays

  • Removal from priority filing

  • Your return being placed on hold until resolved

IDENTITY VERIFICATION REQUIREMENT

(IRS & Compliance)

To comply with IRS due-diligence and fraud prevention requirements, identity verification is mandatory.

This may include:


  • Photo ID upload

  • Knowledge-based authentication

  • Secure identity verification tools

🔒 No return will be prepared or filed without completed identity verification.

CLIENT ACKNOWLEDGMENT

(Optional but HIGHLY Recommended)

By submitting your intake and documents, you confirm that:


  • All information provided is accurate to the best of your knowledge

  • You understand delays may occur due to incomplete or late submissions

  • You acknowledge your responsibility in the tax preparation process
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