Partners with One Wealth Map

Helpful Tax Education and Resources

At H&H Tax & Business Advisors, we believe informed clients have smoother, faster, and less stressful tax seasons.

Below you’ll find a curated collection of resources to help you prepare, stay organized, and confidently manage your tax responsibilities.

📬 Where to Pay Taxes or Check Your Status

IRS (Federal Taxes)

Make a payment: IRS Direct Pay

View balance due: IRS Account Login

Check refund status: “Where’s My Refund?” tool

Estimated tax payments: IRS EFTPS or Direct Pay

Download transcripts: IRS Get Transcript

📄 Helpful Tax Documents & Checklists

Common Documents You'll Need

W-2s

1099s (all types)

Mortgage interest statements

Property tax bills

Investment & brokerage statements

Retirement income forms (SSA-1099, RRB-1099, 1099-R)

Health insurance forms (1095-A/B/C)

Tuition forms (1098-T)

Childcare provider receipts

Charitable contribution records

Business expense summaries

Rental income & expenses

Prior-year returns (if applicable)

📝 How to Avoid Penalties & Delays

- Submit tax documents early to avoid late filing penalties

- Keep digital copies of all tax forms

- Ensure your mailing address and email are updated with the IRS

- Track estimated payments throughout the year

- Avoid guessing on business expenses — use records wherever possible

- Notify us of any major life changes (marriage, divorce, new dependents, new job, selling property)

🔒 Secure Document Upload

On January 1st, you will receive an email from Intuit Tax Software that includes:

Your Tax Engagement Letter

Your Tax Organizer

Your Secure Upload Link

This link is where you will upload all tax documents. If you cannot find the email, check spam or contact us.

Want to work with us?

Let's get a head start on your 2025 tax return process.

Get Started

One Wealth Map, LLC is a SEC Registered Investment Advisor. For more information on our firm, please visit SEC.GOV for a full Form ADV II and the form CRS. Any discussion, text, video or communication on this site should not be considered a recommendation, projection, or assumption of any returns, risks, or future projections of any type of investment, process or plan. Any recommendation can only be made by one of our licensed advisors after consideration of acceptance as a client. No initial communications, without formal engagement should be considered a recommendation or suggestion. Aspire Tax and Accounting, LLC is a separate, Non-SEC Registered Advisor but is a commonly owned company practicing in tax and business advisory services. . Please visit our privacy policy and terms of service for this website. Please visit our Client Relationship Summary (ADV III) and our Firm Brochure (ADV II) This site is published for residents of the United States only. Investment Advisor Representatives of One Wealth Map, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed.