Download the Mail in Packet here:
2023 Mail in Packet
Upload your files here:
In order to guarantee a timely filing of your taxes, we will need your relevant documentation at least seven (7) days in advance of your scheduled appointment time. We have a personalized secure portal through SmartVault where you will need to upload your documentation.
Click here to upload your documents
If you have not been invited or don’t have a SmartVault profile, please call our office at 818-242-4888.
