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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.

  • 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 below 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.

Transmission of information can be done via the following:

The last three methods are secure and can always be accessed at our website, in the upper right corner under “About,” where you will also find a link to our online payment option.

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
Payments Online TaxCaddy
Secure File Transfer Windes Portal