What is the process for getting my taxes done?

Submitting your documents

We prefer that you submit your information through our secure portal. You can also mail or drop off your information during office hours at either location:

Heyward CPA PLLC

2530 Meridian Parkway Suite 300

Durham, NC 27713

Heyward CPA PLLC

70 East Sunrise Hwy Suite 500

Valley Stream, NY 11581

Existing clients

You already have an account on the portal and can access your account here; If you have difficulty remembering your username or password, please click the “forgot password” link and follow the instructions. If you continue to have problems, please send an email to support@heywardcpa.com

Please keep up with your portal login so you can review your current return and access prior year returns. We will NO LONGER email returns outside of the portal.

New clients

You can submit your information through our guest portal, which you can access here. Your portal account will be created during the preparation process.

We request new clients to upload copies of their last two tax returns that were filed.

Portal Tutorials

This video walks through the setup process for the portal.

This video walks you through uploading and downloading files from the portal.

Taxpayer Identification

We are required to collect the following forms of identification from taxpayers when filing returns:

Scanned copy of valid Social Security Card for taxpayer, spouse, and dependents
Scanned copy of the Taxpayer and Spouse Driver's License or State Issued Photo ID.

If you previously provided this information, there is no need to resubmit, unless there have been some changes (e.g. you have a new dependent)

IRS Identity Fraud PIN

If you participate in the IRS Identity theft PIN program please submit the document you received for the current tax year. Last year’s PIN will NOT work.

Preparation Fees

You will receive an invoice for your preparation fees hat is due and payable when received; your return will not be filed until payment is received or an arrangement has been agreed to.

Invoices can be paid in the following ways:

Electronic check (ACH)
Credit Card (3% fee applies)
Mail a check to our office.
Agree to have your fees withdrawn from your refund.
Agree to a payment arrangement.

Appointments

To schedule an appointment before or after preparation, please use this link.

If you have any questions please call 919-886-4829 Ext. 101 or email: support@heywardcpa.com