Welcome to Jackson Hewitt Tax Service
If you are NOT a US CITIZEN...STOP HERE!
If you do not have a physical home abode in the United States...STOP HERE!
Due to IRS regulations and licensing requirements, we will not be able to prepare your return if you are not a US Citizen.
Due to new documentation guidelines, we are forced to change how we process your income tax information. Please read ALL information.
Step 1: INSTRUCTIONS FOR SENDING INCOME TAX INFORMATION TO JACKSON HEWITT TAX SERVICE
NEW FOR 2010-2011 TAX YEAR!!!
IRS LAW REQUIRES THAT YOU TO KEEP ALL RECEIPTS FOR ANY AND ALL EXPENSES BEING DEDUCTED ON YOUR TAX RETURN. DUE TO THE HIGH VOLUME OF AUDITS IN THE PAST 2 YEARS FOR THE TAX YEARS 2006-2007, WE HAVE TO ASK THAT YOU SEND IN ALL RECEIPTS.
You have 2 options to send in your tax documents to us:
OPTION 1: MAIL ALL DOCUMENTATION TO OUR OFFICE
Mail all tax forms, completed Tax Organizer, and ALL receipts for tax deductions. PLEASE LABEL YOUR RECEIPTS. I WILL COPY ALL DOCUMENTATION (W2's, receipts, etc) AND RETURN THE ORIGINALS TO YOU UPON COMPLETION OF YOUR RETURN. COPIES OF ALL DOCUMENTATION WILL BE KEPT ON FILE FOR FUTURE USE.
OPTION 2: SECURE FILE TRANSFER ON OUR WEBSITE
With this option, you will be able to scan (or take a readable pictures) of your receipts and transfer them directly to us. You will never lose another receipt again. To begin, you will need to login at the top of this page. Start with your email address and password. If you do not have a Secure Mailbox with us already, you will be promted to create one. Once logged in, you will be able to upload documents, files, pictures, and even fill out the Online Tax Organizer. Only you and our office will be able to access and view these files. We will even be able to upload your completed tax documents for you to view anytime.
BY SENDING IN RECEIPTS IN NOW, WE CAN BE ONE STEP AHEAD OF THE GAME. IF YOUR RECEIPTS ARE NOT PROVIDED WITH YOUR INFORMATION, WE CAN NOT USE THOSE AMOUNTS AS DEDUCTIONS. BANK STATEMENTS AND CREDIT CARD STATEMENTS ARE NO LONGER ACCEPTABLE AS PROOF OF YOUR DEDUCTIONS. THE IRS WILL ONLY ACCEPT RECEIPTS AS PROOF.
How to label your receipts:
Somewhere on your receipt, please write what the deduction is and how it was used for work purposes. If you have any questions, simply note what the expense was used for and I'll let you know if it's allowed or not. If you are using the Secure Mailbox, make sure you label your document in the Description field.
STEP 2: Getting Started
Fill out ALL paperwork in it's entirety!!!
AND
Advanced Tax Organizer
If you wish to eliminate this step...
You may also use the online Tax Organizer through the Secure File Transfer System.
STEP 3: WORKSHEETS NEEDED
Fill out ALL paperwork in it's entirety!!!
STEP 4: POWER OF ATTORNEY (POA)
STEP 5: REFER A FRIEND
You have a chance to get your tax return done for free.
IF YOU'RE EVER IN WHEELING, WV, AND YOUR STAYING AT THE MCCLURE HOUSE HOTEL, WE ARE DIRECTLY ACROSS THE STREET. STOP IN, I'D LOVE TO MEET YOU!!!!!!!!
ELLEN JACKSON BLAKE
If you have any questions, email Ellen at ellenj@jhltax.com
304-232-7975
304-232-7984 FAX
Jackson Hewitt Tax Service
1213 Market Steet
Wheeling, WV 26003
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