Individual Tax Submission

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

 

To ensure a smooth and efficient process, please review the following guidelines:  

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Documents to Gather:  

• All tax forms, including W-2s, 1099s, K-1s, and any other relevant documents.  

• Information on bank accounts, health coverage, and significant financial transactions.  

• Estimated Tax Payments.  

• Confirm any federal and state estimated tax payments made for the 2025 tax year.  

• Organizers are available upon request.   

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Important IRS Update  

Beginning with 2024 tax returns (filed in 2025), the IRS will no longer issue paper refund checks. All refunds must be sent electronically. Please provide your bank account information to ensure timely processing. We also recommend making tax payments electronically, as the IRS plans to phase out paper check payments in the future.  

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Please submit all tax-related information by March 11, 2026. This allows us sufficient time to prepare your return accurately and efficiently. If you anticipate any difficulty meeting the deadline, an extension may be necessary to ensure your return receives proper attention.  

When dropping off or mailing documents: ​

•    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:​​

​•    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.  

 

 

 

 

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​​​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. 

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