Broker Check

It's time to upload your tax documents.

Digital upload of your tax documents is the fastest and most efficient way to Use our convenient and secure portal below to easily transmit tax documents to the tax team to begin your return preparation.  Once submitted, our tax team will be working hard behind the scenes and you can expect to hear from us within 14 days.  

Please be sure to include your information before submitting and type Turning Point Financial in the "Company" field.

Your documents have been successfully uploaded when it is marked "uploaded" in green.

PLEASE UPLOAD ALL OF YOUR TAX DOCUMENTS TOGETHER WHENEVER POSSIBLE. 

Uploading individual documents can cause processing delays.