The 2026 tax season is here! Whether you’re thinking of scheduling an appointment or you already have, feel free to use any of the documents below.
- Tax documents checklist
- Returning client questionnaire
- New client questionnaire
- Non-resident/alien questionnaire
You can complete your questionnaire ahead of your appointment and bring the completed copy with you, or you can complete one when you arrive for your appointment.
Whether you’re already a client or just someone who needs a comprehensive tax checklist to avoid forgetting any important tax documents or information for the upcoming season, you can download this checklist for free! Within the tax documents checklist, there’s also a page for all clients who wish to refer other taxpayers to Hackney Tax & Associates. Each referral received counts as a $25 credit up to the full cost of your individual tax return!
Hackney Tax 