Individual Tax Submission

Thank you for choosing HFA for your financial and tax service needs. We appreciate your continued trust and look forward to another successful tax season. 

To ensure a smooth tax preparation process, please gather the following documents and information: 

 

• Required Documents: Collect all necessary documents, such as W-2s, 1099s, K-1s, and other relevant forms. Please also provide information on bank accounts, health coverage, and other financial transactions. A tax organizer is available upon request.

• Estimated Payments: Confirm any payments made to federal and state agencies for the 2024 tax year.

 

Please submit all tax-related information by March 11, 2025. This will allow us ample time to prepare your return accurately and efficiently. 

When dropping off or mailing documents: 

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•    Please remove documents from envelopes.
•    Avoid using staples and post its.

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​You may submit your documents in one of the following ways:

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​•    Drop off or mail your completed information to HFA Headquarters or HFA Red Bank.
•    Utilize our secure document portal, Safe Send Exchange.

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New Clients​​

​If it is your first year with us please feel free to download and print a blank organizer.  

 

 

 

 

 

 

 

​​​Please note: If you anticipate any difficulties in providing all information by the specified date, filing an extension may be necessary. This will ensure your return receives the attention it deserves during preparation and review. 

By following these steps, we can streamline the tax preparation process and help ensure the accuracy and timeliness of your return. If you have any questions or concerns, please don't hesitate to contact HFA.