Our secure portal is for CURRENT CLIENTS ONLY and is offered for your convenience, however, we still prefer a physical drop off of ALL of your tax documents in our office if you are not able to combine all of your documents into 1 file.
Please fill out the forms COMPLETELY - ALL of your tax documents can be uploaded HERE. If possible, please combine all of your forms into one file before uploading. DO NOT send duplicates.
Please Note: NO PHOTOS of your documents. Please scan or use a scanner APP, in order to be legible. Thank you for your understanding.
These forms are being provided as guidance to show the information needed, if applicable to our clients' tax situation. You can choose to use the forms below or provide your own version of the information.