Tax Season

Outlined below, and attached here, are the guidelines for 2024 tax preparation.

Use our intake form to assist in gathering your tax documents.

Please note, tax work received after March 24, 2025, may require your return be put on extension.

Office
Visit

You can simply drop off or pick up without an appointment at your convenience during office hours any day except Wednesdays.
The office is closed to visitors on WEDNESDAYS.
We’ve designated THURSDAYS and FRIDAYS for drop-off appointments through March 21st. If you’d like to meet and review, at drop off or pick-up, please call for an appointment.
Use the secure mail slot for drop-off after business hours.

Skip the
Office Visit

Send your documents by mail
Fax your documents
Encrypted email, please do not send documents by email without protection.
Meet and discuss via Zoom, MS Teams, or FaceTime

Virtually and Securely

Safe and secure exchange of information
Use our Secure File Pro to upload your tax documents to us: https://handetax.SecureFilePro.Com Under Guest Exchange, click UPLOAD. Enter your name and email address. Choose your preparer and include a message if you have one. Click SELECT and attach your tax documents. Once you’ve selected all your attachments, click UPLOAD.
Click here to create your own personalized portal account

Let’s Get Started

H&E Tax Services offers unique solutions to your complex problems. We have a variety of options to meet, and are flexible with all of our clients. You'll receive a a personalized email on everything you need to bring for our first meeting. First time clients always get a discount, and if we aren't the right fit for you, we won't bill you.

Contact For Appointment

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