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HM Tax Advisors isn’t just a tax firm — we’re your year-round financial partner focused on strategy, savings, and support. Our team helps individuals and businesses plan smarter, reduce taxes, and stay compliant with confidence.
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It’s time to plan for a better tax future
Have a general question or concern? Please fill out the following contact form, or contact us via email, phone or social.
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FAQs
Clear guidance for every step of your tax journey before, during, and after your appointment.
BEFORE YOUR APPOINTMENT
What documents should I bring to my appointment?
Please bring all tax-related documents for the year: W-2s, 1099s, brokerage statements, K-1s, mortgage statements, property tax receipts, business income/expense summaries, rental income details, prior-year returns, and any IRS/state letters. If you’re unsure, bring it we’ll sort it out.
Do I need to fill out anything before arriving?
Please bring all tax-related documents for the year: W-2s, 1099s, brokerage statements, K-1s, mortgage statements, property tax receipts, business income/expense summaries, rental income details, prior-year returns, and any IRS/state letters. If you’re unsure, bring it we’ll sort it out.
DURING YOUR APPOINTMENT
How long does a tax appointment take?
Please bring all tax-related documents for the year: W-2s, 1099s, brokerage statements, K-1s, mortgage statements, property tax receipts, business income/expense summaries, rental income details, prior-year returns, and any IRS/state letters. If you’re unsure, bring it we’ll sort it out.
Can I ask tax planning questions during my tax appointment?
Please bring all tax-related documents for the year: W-2s, 1099s, brokerage statements, K-1s, mortgage statements, property tax receipts, business income/expense summaries, rental income details, prior-year returns, and any IRS/state letters. If you’re unsure, bring it we’ll sort it out.
AFTER YOUR RETURN IS FILED
When will my return be filed?
Please bring all tax-related documents for the year: W-2s, 1099s, brokerage statements, K-1s, mortgage statements, property tax receipts, business income/expense summaries, rental income details, prior-year returns, and any IRS/state letters. If you’re unsure, bring it we’ll sort it out.
How do I get a copy of my return?
Please bring all tax-related documents for the year: W-2s, 1099s, brokerage statements, K-1s, mortgage statements, property tax receipts, business income/expense summaries, rental income details, prior-year returns, and any IRS/state letters. If you’re unsure, bring it we’ll sort it out.
GENERAL FAQs
Do you offer tax planning or advisory services?
Please bring all tax-related documents for the year: W-2s, 1099s, brokerage statements, K-1s, mortgage statements, property tax receipts, business income/expense summaries, rental income details, prior-year returns, and any IRS/state letters. If you’re unsure, bring it we’ll sort it out.
What if I own a business?
Please bring all tax-related documents for the year: W-2s, 1099s, brokerage statements, K-1s, mortgage statements, property tax receipts, business income/expense summaries, rental income details, prior-year returns, and any IRS/state letters. If you’re unsure, bring it we’ll sort it out.