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Are you a new tax client? Start here.

It's time to upload your tax documents and complete your tax questionnaire.

It's time to upload your tax documents and complete your tax questionnaire.

Digital upload is the fastest and most efficient way to to provide your tax documents.  Use our convenient and secure upload portal below to easily transmit tax documents to the tax team to begin your return preparation.  Once we receive your documents and your completed tax questionnaire, our tax team will begin preparing your return.

1. Upload Your Tax Documents

1.  Click the tax document upload portal button below.

2.  Complete the short form so your documents can be properly routed.  If you are a business client, please enter your company name in the field below.  If you are a personal tax client, please write "personal" in the company field.

3. Upload all of your tax documents together, whenever possible.  Uploading individual documents one at a time can cause processing delays. 

Tax Document Upload Portal

2. Complete Your Tax Questionnaire

We want to ensure that we have the most accurate information while completing your tax return.  If you haven't already, please complete the brief tax questionnaire below.  

Tax Questionnaire
Get Started With Tax Services

Get Started With Tax Services

If you are a new tax client, please click the button below to get started.  After you submit your information, look for an email (instantly!) with information on next steps and a link to securely upload your prior year tax return.