top of page
logo-full-color-rgb-600px_144ppi.png

HFM Client Center

The HFM Client Center has answers to many frequently asked questions.

How do I upload documents to HFM?

Current Tax Clients:

You will receive a SafeSend Gather link for the current tax year at the end of January. This is where you will sign your engagement letter, answer your questionnaire, and upload your tax documents.

​

Uploading outside of tax season:

If you are looking to upload to us outside of tax season, please follow the steps in the video:

Does HFM have a
Client Portal?

Yes, you can create an account and use our Client Portal. 

​

This video provides step-by-step instructions:

I received my return via SafeSend; what do I do?

SafeSend Returns is a user-friendly and highly secure technology solution that allows you to manage your tax returns from the convenience of a computer or smartphone.

​

  • You will receive an email from Hoyt, Filippetti, and Malaghan, LLC at noreply@safesendreturns.com. Add this email to your safe list to prevent it from being categorized as spam or junk.

​

  • If you do not see an email from Hoyt, Filippetti, and Malaghan, LLC at noreply@safesendreturns.com, please check your Spam or Junk Folder.

​

  • For the best experience, we recommend using Google Chrome/Edge/Firefox.

​​

  • Please save a copy of the email from noreply@safesendreturns.com to access your return in the future or create a client portal account.

 

For Joint Returns: After signing successfully, your spouse will then receive a similar emailed link and follow the same instructions to electronically sign the e-file authorization forms. Please note, the IRS requires both individuals electronically sign independent of each other.

​

The SafeSend Client Experience video walks you through the review and e-signature process.

How do I make an IRS payment?

You can make a payment to the IRS via their website. Please follow the instructions in this video:

​

NOTE: If you are making an estimated tax payment, we suggest making an IRS account before making a payment. See the next FAQ!

What is the process for making an IRS account?

To create an IRS online account, you must register and verify your identity through the third-party provider ID.me on the official IRS website. 

​

Before you begin, have the following ready:

  • An email address

  • A mobile phone with a camera

  • A photo of a government-issued ID (driver's license, state ID, U.S. passport, or passport card)

  • Your Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN) 

 

You will need to confirm your Identity as part of this process. Once logged in, you can view your balance, make payments, access tax records, view notices, and check the status of your return.

How do I make a CT DRS payment?

You can make a CT DRS payment via myconneCT. Please follow the instructions in the video if you do not wish to make an account before paying:

I want to make a myconnectCT account; how do I do that?

Sure, we can help with that! Follow these steps:

Let's Build Your Financial Future Together.

Ready to experience the HFM difference? 

Our team is here to discuss your assurance and advisory needs. Whether you're seeking a higher level of expertise or looking to strengthen your financial strategy, we'll respond promptly to start the conversation.

bottom of page