We are proud to offer SafeSend Returns to our clients as our secure, electronic tax return delivery system. Learn more about viewing and completing your tax return package.

The HFA tax team is ready for the season. We have compiled resources and worksheets to help you collect and prepare your tax data for filing.

In the spirit of giving this holiday season, both acts of charity and taxes come to mind. Charitable giving plays an important role in managing both income and estate taxes.

On Giving Tuesday, we celebrate the season by doing good. This year, we wanted to highlight a tax-planning strategy that not only supports qualified charities, but can also satisfy your IRA distribution requirements.

Roth conversions are a popular planning strategy for those in the know. We break down the strategy and reasons for using it along with the most common objection we hear.

The Inflation Reduction Act was signed into law on August 16, 2022. We've broken down some of the Act's most significant provisions for your benefit.