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Upload Forms & Documents

Safely upload all of your tax preparation forms and documents using our secure portal. Please click the link below and  follow the instructions.

The following documents are REQUIRED:


Completed Client Intake Form (CIF) or Business Intake Form (BIF).


A copy of last year's tax return (or most recently filed tax return)
This step is critical to ensure continuity and accuracy of your return.


All supporting documentation including, but not limited to

W-2, 1099-INT, 1099-DIV, 1099-B, 1099-MISC, 1098 Mortgage Statement, Property Tax Statement, 1098-E, 1098-T, 1095, etc.

Click here for a list of all supporting documentation.

Missing information will delay the return process. We will contact you via email, text or phone as to your status. The quickness of your reply will have a direct impact on the time it takes to complete your return.

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