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.

Yes. We ask all clients to complete our digital intake form. This ensures your return is accurate and complete. The questionnaire covers items like dependents, health insurance, new income sources, life changes, and deductions. We also ask you to upload documents in advance if possible and review our appointment guidelines (this is an appointment to prepare your taxes — not a drop-off or consultation appointment).

Yes. You can drop off at any time during business hours. However, drop-off returns may have longer turnaround times during peak season. Our online booking system is for tax preparation appointments, not drop-offs or general consultations. If you wish to drop off, please call the office.

Yes. We have a secure online portal to upload documents. Please contact the office to be invited to the secure portal.

Yes. You can email in your documents to [email protected] to be prepared. We also accept Dropbox, Google Drive, or fax (401-229-4703).

You will get a text message to let you know that your return is ready. If you have listed other forms of communication, you may also receive a phone call or email.

No. You do not need an appointment to pick up and pay for your completed tax return. You may stop in during our business hours.

Yes. We can mail your tax return and documents back to you at a fee of $10.

You can make an appointment if you do not have all your documents, but the tax return will not be completed at the time of the appointment. A second appointment will incur the same cost as the first appointment. You may email/fax/drop off additional information to complete the return (and a short call will be scheduled to go over the final figures) and can pick up at the front desk when it has been completed.

Yes. HM Tax Advisors specializes in complex returns, LLCs, S-Corps, rental properties, and tax planning for business owners.

Tell us – these events often change your refund, tax bracket, credits, and future planning opportunities.

Yes, especially if you are new to HM Tax Advisors. It helps us check carryforwards, depreciation, capital loss balances, and prior-year elections.

Yes — new clients are welcome, though availability is more limited January–April.

Although we do hope both parties can make it to the tax appointment, we understand that’s not always feasible. We do ask that your significant other be available by phone at the appointment time, in case of any questions. We may require the other party on the tax return to come to the office to sign off on the return at the preparer’s discretion.

Fees depend on complexity: number of forms, schedules, businesses, rentals, etc. We will give you a transparent quote before we begin.

No. You do not need to make separate appointments, unless your child is a full-time employee. If you are claiming the child as a dependent (18 and under or 22 and under and full-time student) their return can be done at the same appointment.

We can start your return and finish once the missing document arrives. Some items (brokerage statements, K-1s) naturally arrive later in the season.

If you were assigned an IP PIN and did not receive the letter from the IRS with your new 6-digit number for the current tax year, please visit: https://www.irs.gov/identity-theft-fraud-scams/retrieve-your-ip-pin

We have a 48-hr. cancellation policy. If you can’t make your appointment, we ask that you call 48 hrs. in advance to give us time to fill up that spot. For a no call/no show, we charge a $150 missed appointment fee.