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   Customer Tax Information Questionnaire
   To help you and us, please complete this questionnaire with all information requested where applicable.
   

Begin by entering your name and email and clicking Start Now     * required

First Name *
Last Name *
Email Address *

HELPFUL INSTRUCTIONS



• You will first be asked to login to the secure directory. You should have received this login with our year end letter.


• Once you click Start Now, you will be asked to accept a securtity certificate in order to proceed. This is to ensure an ecrypted secure connection to the server that protects your personal and confidential information. Depending on your operating system and browser you use, you may receive two warning messages stating you are about to enter a secure area, and "Do you accept this certificate"... at which time your click "I Accept". Click here to see what you will encounter.


• Next, there will be a series of simple forms for you to enter your information which expedites the process of preparing your taxes.


• If you make a selection that requires more space for entering additional information, appended pages for that information will appear after you submit each page as necessary.


An asterix * indicates a required field that must be filled in. If you do not have an answer, please enter "none".


After each page you successfully submit, H &H Accounting will receive an email with that information.


If you require any assistance or login information, please contact our office at 330 688-0046

You may also download the PDF files and print them out instead. This also requires a login.

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tax return preparation accounting services

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