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:
- Fax: 562.684.4749
- Tax Caddy
- Secure File Transfer
- 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,” 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 info@windes.com.