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Individual Tax Submission

Thank you for choosing HFA for your financial tax service needs. We are grateful for the opportunity to continue to be your trusted advisor and look forward to another year of working with you. 


To help you get ready for the upcoming tax filing season, we put together a short list of items that will need your attention. 


  • Gather Required Documents: Collect necessary documents, such as Ww-2s, 1099s, K-1s, and any other relevant tax forms. Please remember to include health coverage information. Additionally, if you would like refunds direct deposited please be sure to include your bank account information. A tax organizer will be available to assist with the documentation gathering process upon request. 

  • Estimated Payments: Please check and confirm any payments you made to federal and state taxing authorities for the 2023 tax year. 

  • Provide Tax Information by March 11, 2024: We kindly ask that you please submit all gathered tax documents by March 11, 2024 to ensure our team has the appropriate time necessary to complete the preparation and review process by the April 15th deadline. 

  • Delivery Options: You have several options for submitting your documents:

    • Drop off or mail completed information to HFA Lakewood (HQ) or HFA Red Bank.

    • Utilize the secure document portal Safe Send Exchange at the appropriate links below:



  • Contact Information: Never hesitate to reach out to us if you have any questions. Our professionals can be reached at the following numbers:

    • HFA Headquarters: 732-797-1333

    • HFA Red Bank: 732-747-0010

  • Extensions of Time to File: We understand that sometimes gathering all tax information needed to complete your return by April is not possible. In such cases, we will file an extension for you. ​​

New Clients

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


Returning Clients

Please fill out this form if you have additional questions or would like us to send you an HFA Tax Organizer.

Organizer Delivery Type:
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