Complete the form below, add your documents, and click the upload button to use our secure portal.
If you have multiple documents to upload, please drag them _all_ into the “Drag files here” area before uploading.
If you have multiple folders to upload, please “zip” them before uploading.
The fewer uploads, the better organized we will be!
Shortly after you click the blue UPLOAD button, your document(s) will upload. Once you see appear next to your document(s), this means your document(s) have been uploaded. Thank you!
Please include any of the following documentation that pertains to you in your upload.
- Last year’s tax return (new client)
- 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