YOUR TAX FILING
STARTS HERE.
Complete your client intake online and provide the information needed to begin your tax preparation process.
OUR TAX PREPARATION PROCESS
A clear, structured path designed to guide you from initial intake to final authorized filing.
Start Your Intake
Complete the client intake to begin your tax preparation process.
Provide Your Information
Provide the personal and tax information relevant to your return.
Upload Documents
Submit required tax documents through the designated secure upload system.
Review & Sign
Review your prepared return and complete the required authorizations.
Submitted for Filing
After your review and authorization, your completed return can be submitted for filing.
* Note: Submission for filing follows client review and Form 8879 authorization. Tax preparation does not imply or guarantee IRS acceptance or refund determination.
WHAT YOU’LL NEED
Having your information ready can make your intake process faster and easier.
Personal Information
- Government-issued identification.
- Social Security or taxpayer identification information.
- Current mailing address.
- Email address and phone number.
- Dependent information, if applicable.
Tax Documents
- W-2s.
- 1099s.
- Other income records.
- Prior-year tax return, if available.
- Business income and expense records, if applicable.
- Other supporting tax documents relevant to your situation.
Note: Required documents vary based on your individual tax situation. Submit sensitive information only through our designated secure intake. This is a preparation checklist; no sensitive numbers are submitted on this page.
MEET OUR TEAM
Personal support, every step of the way. Connect with our team for help with your intake, required documents, and next steps.
TAXPAYER RESOURCES
Helpful IRS tools and resources to manage your taxes throughout the year.
Get Your Transcript
Order tax return or account transcripts online from IRS.gov
Where’s My Refund
Check the status of your current federal tax return refund
Pay Federal Taxes
Direct Pay or electronic payments safely with IRS Direct Pay
View IRS Account
Access balances, payment history, and tax records securely
Get an IP PIN
Protect your identity with an IRS Identity Protection PIN
Taxpayer Advocate Service
Your voice at the IRS for unresolved tax matters
Apply for a Payment Plan
Set up an online installment payment agreement with IRS
Tax Withholding Estimator
Estimate your federal income tax withholding for W-4 updates
Where’s My Amended Return
Track the status of Form 1040-X amended federal returns
All resource links connect directly to verified official Internal Revenue Service (.gov) endpoints. HFF Financial is an independent tax preparation firm.
FREQUENTLY ASKED QUESTIONS
Clear answers to common questions about preparing and filing your taxes with HFF.
LET’S GET YOUR TAXES STARTED.
Take the first step toward an organized tax preparation experience.