Secure Document Upload

- We’ve upgraded our document upload process with a new, secure client portal, making it easier, faster, and safer to work with our tax team.

Bank-level security for your sensitive information.
Faster turnaround once documents are submitted.
One secure place for all your tax files.
No unsecured email attachments.

For your security, please upload all tax documents to the portal whenever possible rather than by email.

• What you’ll need to upload- Individuals

2025 Client Info Worksheet (required for all clients).
Income documents (W-2s, 1099s, investment income, etc.).
Completed worksheets, if applicable (rental, contractor income).
Photo ID (you and your spouse, if filing jointly).
Dependent documentation, if applicable.
Prior year’s tax return, if filed with another firm.

• What you’ll need to upload- Businesses

Articles of Incorporation/Organization, if filing for the first year.
IRS Federal ID Confirmation Letter, if filing for the first year.
S-Corporation Election Confirmation Letter, if filing for the first year.
Prior year’s tax return, if filed with another firm.

• Accounting Details :

Export of your business bank account transactions (Spreadsheet, .csv).
Copy of your monthly business bank statements (PDF).
Year-end Payroll Journals, if applicable.

Once you submit, you’ll receive your Ticket ID and confirmation of the documents you submitted instantly. Your return will be assigned to the first available Tax Advisor in 24-48 hours.

Navigating Your Business Growth

Our Promise of Service Excellence

Dedicated to your success, we personalize strategies to align with your vision, delivering unparalleled service.

Trusted Partnerships, Proven Results

Our team builds lasting partnerships, providing expert guidance to help businesses navigate complexities and achieve sustainable growth.