Resources to Help You Succeed
Yearend payroll returns
Yearend W2’s
Yearend 1099’s
4th quarter payroll returns
Welcome to our Client Resources page! We are committed to supporting your financial success every step of the way. Whether you’re looking for tax resources, accounting tools, or expert guidance, this page is designed to provide you with the tools and information you need to make informed decisions.
Business clients: The last two years financial statements; current year to date financial reports; last two years income tax returns (including state and local); organization formation documents; fixed asset schedule; copy of loan and lease agreements; copy of buy-sell agreements; copy of benefit plan documents.
Individual clients: The last two years income tax returns (including state and local); personal financial statement; investment statements (retirement & other); copy of insurance policies; copy of loan documents; copy of wills and estate documents.
Our fee structure is based on hourly rates of staff based on their experience level. We invoice clients as the work is performed, at least monthly. We are happy to provide estimated fees as requested. Our minimum fee for individual tax work (1040 returns) is $1,000 unless associated with a business return(s). Payments can be made via check, ACH or credit card.
HNG is required to issue a report upon completion of any compilation, review or audit engagement. We are permitted to assist with preparing the financial statements, but the statements themselves are the responsibility of the entity and related management. The following is a brief description of each service however; these services will require an engagement letter, which outlines the engagement in more detail.
Compilation – A compilation engagement includes HNG assisting with ensuring the financial statements are in accordance with GAAP (or other accounting method i.e. tax basis) with respect to form and presentation. We are not permitted to provide any assurance as to the validity, accuracy or completeness of the information you provide. Accordingly, this service is the most simplistic and costs the least.
Review – A review engagement includes HNG assisting with ensuring the fi
nancial statements are in accordance with the entity’s accounting method similar to a compilation engagement. However, a review engagement includes HNG obtaining limited assurance whether material modifications exist that should be adjusted in the financial statements. This is done primarily by applying analytical procedures and making inquiries of management. These engagements tend to cost more than a compilation engagement due to the limited assurance procedures applied to the financial records and data.
Audit – An audit engagement includes HNG examining (on a test basis) evidence supporting the amounts and disclosures in the financial statements, as well as obtaining an understanding of the company and its policies, estimates, and internal control, in order to assess the risk of material misstatement. Audits of this nature do not include examination of all transactions. Given the additional procedures performed in an audit engagement the cost exceeds both a compilation and review engagement.
There are a variety of different options, including agreed-upon procedure engagements, within the above services that can be pursued to meet the specific needs of clients. We encourage you to call or email HNG to discuss these options in more detail.
Call or email HNG as soon as you have received the notice, then send us a copy. Ignoring initial letters can subject you to more aggressive collection efforts by the agencies. Reminder valid notices will be sent by mail, be suspicious of anyone calling indicating you have unpaid tax debts.
HNG uses multiple levels of internal security and internal policies to protect client information. Client information is NEVER shared with external parties without written consent. Sensitive client information sent in electronic format is sent using a secure site (Citrix ShareFile). Clients can also send and submit files and documents to HNG using this site.
Individual tax return extensions extend the time to file a 1040 return by six (6) months, making a return due April 15th due October 15th.
Corporate tax return, based on a calendar year, extensions extend the time to 
file a 1120 return by six (6) months, making a return due April 15th due October 15th.
Partnership and other pass through entity return extensions extend the time to file returns (1065, 1120S) by six (6) months , making a return due March 15th due September 15th.
Non-profit tax return, based on a calendar year, extensions extend the time to file a 990 return by six (6) months, making a return due May 15th due November 15th.
PLEASE NOTE, filing and extension of time to file a return does NOT extend the time to pay your income taxes.
At HNG, we understand managing your accounting and tax projects can be complex. Our goal is to make it as simple and straightforward as possible. Accordingly, some of the resources we provide can be found within the following forms and documents to assist.
Download our expert guide to optimize your tax strategies.
This information is used to assist in preparing 1040 client tax returns.
Client engagement letter.
Employee Benefit Plan questionnaire.
Employee Benefit Plan questionnaire.
Information to assist in filing annual transmittals.
Information to assist in filing annual payroll reports.
Guideline for charitable contributions– Goodwill.
Guideline for charitable contributions– Salvation Army.
Excel Excel-based worksheet used for month-end or year-end adjusting journal entries.
IRS document used to obtain information for 1099 recipients.
Quick links to essential tax forms and filing instructions.
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