UPLOAD FROM HOME
Upload From Home – Secure & Convenient Tax Filing
Skip the trip to our office and submit your tax documents from anywhere with our secure online upload process. It’s fast, easy, and keeps your information protected.
To streamline the process and ensure we have all the necessary information, please follow these steps to submit your information securely:
1️⃣ Complete the Fillable Client Information Worksheet
- Click the link to the right to open the fillable form.
- Enter your details accurately.
- Once completed, save the form or print it as a PDF.
2️⃣ Upload Your Documents Through the Secure Portal
- Use the Secure Upload Portal link to the right to submit your completed form and all required tax documents.
- Ensure files are in PDF or JPEG format for compatibility.
- Please include your Phone Number in the Message to make it easier for us to follow-up if necessary.
3️⃣ Need Adobe Reader?
- If you’re unable to open or save the fillable form, download Adobe Acrobat Reader using the provided link to the right.