H&S Annual Tax Packet

Tax Season Is Here — Here’s What to Expect

Happy 2026! We’re excited to kick off another tax season and truly appreciate the trust you place in H&S Companies. Our goal is to make your tax experience as simple, secure, and stress-free as possible.

This year, we’re continuing our fully digital tax process through SafeSend, which allows you to securely complete your engagement letter, tax questionnaire, and document uploads all in one place. You may have already received an email from SafeSend with your personalized 2025 Tax Packet and step-by-step instructions to guide you through the process.

Once your documents are submitted and your engagement letter is signed, our tax team will prepare and review your return, reach out if anything additional is needed, and look for proactive planning opportunities for the year ahead. When your return is complete, it will be delivered securely through SafeSend for electronic signature and filing.

Your privacy and security remain a top priority. SafeSend uses advanced encryption and multi-factor authentication to protect your information every step of the way.

Our Tax Questionnaire and other helpful PDFs are available for download below for your convenience. If you have questions or need assistance at any point, our team is always here to help.

We look forward to working with you this tax season and beyond.