Broker Check

Tax Preparation Starts Here

If you are a returning tax client of Turning Point Financial, upload your tax documents and complete your tax questionnaire below to get started with this year's tax filing.

Questions? Contact Us

Engagement Letter

Engagement letters for 2023 tax filings will be sent in January 2024. 

If you are a returning client and need to request an engagement letter, please click below.


Tax Documents

Access the secure portal to upload your tax documents below.  

If possible, please upload all of your documents together.


Tax Questionnaire

To ensure your tax return is completed accurately, please take a moment to complete your tax questionnaire.

Access 2022 Questionnaire
New Here? Get Started With Tax Services

New Here? Get Started With Tax Services

If you have never worked with Turning Point Financial before, please click the button for more information.