Upload Documents Securely
For your protection, all tax documents should be uploaded through the secure client portal.
Important Security Notice
Please do not send tax documents through text message, social media inbox, or unsecured personal email. Always use the secure portal.
Use the secure portal to upload:
- W-2s
- 1099s
- Business records
- Receipts
- Identification
- Prior-year tax documents
- IRS or state notices
- Any other requested information
What Happens After You Upload
Documents Uploaded
You submit your documents through the secure portal.
Received & Logged
Our team confirms receipt and logs your documents into your file.
Under Review
Your preparer reviews everything and reaches out if anything is missing.
We'll Contact You
Once your return is ready, we contact you to finalize and file.
Peace of mind: Every document submitted through the secure portal is tracked and acknowledged. If anything is missing, we'll reach out — no need to wonder if your documents arrived.
Appointment Reminders
Virtual clients: All documents must be uploaded at least 24 hours before your appointment to allow time for review and preparation.
In-person clients: Please bring all required documents with you to your appointment.
Missing Document Request
If our office has requested missing documents, please upload those items through the secure portal as soon as possible.
Your return cannot be finalized until all required documents, signatures, and payments have been received.