New Client Upload Portal (Tax)

**PLEASE NOTE: IF YOU HAVE SUBMITTED YOUR INITIAL TAX DOCUMENTS AFTER APRIL 1, 2023, YOUR RETURN MAY BE PLACED ON EXTENSION.

You have successfully uploaded your prior year return to the tax team.  You will be receiving an engagement letter via DocuSign shortly.  If you wish to proceed, please sign the engagement. 

If you have any questions, please reach out to tax@tpfinancial.com.