Supporting copy for the Request Service call out button.
Forms and Updates for Hayward's Tax & Accounting
Client Question Form New Client Information Sheet

Information we will need to prepare your tax return.

If you would like to fill out the Client Information sheets prior to your visit you can download them by clicking the button at the top of this page. The client question form is required every year.

If you are a new client you also must fill out the New Client information page. You can access this form at the top of the page. 

You can access your information on the IRS website if you have not received it or it is misplaced. This information will only provide the federal information State and Local information is not available online. 
 
Go to: IRS.Gov
Click on: Sign in to your account
Click on: Sign in to your account online
If you already have an account, you can access it at this point. 
If you do not currently have an account.
Click on: ID.me create an account and follow the directions. 
Once you have accessed your account the information you need  will be available for downloading. 
If you have a Married Filing Joint return you must set up 2 accounts. One for each spouse and download the information for both people. 

Information on Balance Due Notices

https://www.irs.gov/newsroom/irs-statement-on-balance-due-notices-cp14

June 12, 2024

The IRS is aware that some taxpayers are receiving CP14 (Balance Due, No Math Error) notices indicating a balance due even though payments were made with their 2023 tax return.

Who is affected: Taxpayers who paid electronically or by check with their 2023 tax return, may show their accounts as pending, although the IRS has received and processed payment through their banking institution. The notice may have been initiated before the payment was processed on the account, or the payment may have been processed but contained errors and requires additional handling to address the error before updating the tax account.

No immediate action or phone call needed: Taxpayers who receive a notice but paid the tax they owed in full and on time, electronically or by check, should not respond to the notice at this time. The IRS is researching the matter and will provide an update as soon as possible.

Note that any assessed penalties and interest will be automatically adjusted when the payment(s) are applied correctly by the IRS.

Taxpayers who paid only part of the tax reported due on their 2023 return should pay the remaining balance or follow instructions on the notice to enter into an installment agreement or request additional collection alternatives.

For affected taxpayers, the IRS apologizes for the inconvenience this delay in processing your payment has caused.

Please stay safe, 

Thank you, 
Hayward's Tax & Accounting Inc. 



Share by: