Upload your tax document to our secured portal.
If you have multiple folders to upload, please “zip” them before uploading.
*** ONLY UPLOAD COMPLETE FILES ***
Secured Portal - Upload All Documents and Forms
Please include any of the following documentation that pertains to you in your upload.
- Last year’s tax return
- Full Name, Spouse, Dependents
- Birthdays – Month/Day/Year
- Social security numbers for all dependents
- W-2 forms for wages
- 1099 forms for interest, dividends, retirement, social security, unemployment, & other income
- Year-end statements from mutual funds
- K-1 forms from partnerships, corporations, & estates
- Rental or self-employment income and expense
- Purchase and sale information for anything sold during the year
- All other statements of income
- IRA year end statements
- Medical expenses
- Records of estimated taxes paid
- Property tax statements
- 1098 forms for mortgage or student loan interest
- Donations of money to charity
- Donations of property to charity
- Volunteer expenses and mileage
- Amounts paid for higher education
- Job related expenses
- Investment related expenses
- Childcare provider’s name, address, social security or EIN number, and amount paid
Have Tax Questions? Ask Us.
The first step to hassle-free accounting, tax returns, and tax planning starts by reaching out to one of our representatives.