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Tax

Communicating with Windes

Sending Documents Electronically

Electronic delivery of materials is the preferred and the safest method to send data to us. We will utilize electronic delivery for transmitting completed returns and estimates.

Transmission of information can be through email, fax (562-684-4749),  Tax Caddy, Secure File Transfer, or the Windes Portal (for those who have a portal agreement). The last three methods are secure and can always be accessed at our website, in the upper right corner under “About.” Links to these methods can be found below the orange line at the bottom of the “About” menu. You will also find a link to our online payment option there.

  • Please do not send confidential information, such as SS#, date of birth, etc., via email. We strongly encourage you to use one of the three secure methods listed above to transmit private information to Windes.
  • Incoming direct mail and faxes will be monitored. For faxes, please use a cover sheet and indicate the intended recipient.

In addition, we are always available by phone through our toll-free number 844.4WINDES (844.494.6337) or you may contact our tax professionals at info@windes.com.

Windes.com
Payments Online TaxCaddy
Secure File Transfer Windes Portal