Tax Season

Outlined below are the guidelines for 2023 tax preparation. In general, please try to call ahead if you plan to stop by.
We continue to encourage you to share your information virtually & securely:

Office
Visit

  • After our first tax season in our new, smaller office space, we’ve updated our Office Visit guidelines to better serve you.
  • We’ve designated MONDAYS and TUESDAYS for Walk-Ins if you are simply dropping off paperwork or picking up your return.
  • The office is closed to visitors on WEDNESDAYS.
  • We’ve designated THURSDAYS and FRIDAYS for scheduled appointments. If you’d like to meet and review, at drop off or pick-up, please call for an appointment.
  • Please don’t come to the office if you are feeling sick.

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

  • Use our Secure File Pro to upload your tax documents and communicate with us virtually
  • Safe and secure exchange of information
  • Choose this option and we will send you a personalized link to upload with instructions. Click here to get started.
  • Link to video on how to upload to Secure File Pro below:
    • Secure File Pro

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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