Send Your Documents Securely

Upload the documents for your upcoming appointment. Everything is transmitted securely and attached directly to your client record.

Encrypted Upload Straight to Your File No Login Required Phone or Computer

Filing your taxes with us this year?

This page is for documents related to a scheduled appointment. If you're submitting documents for tax preparation, please use the secure client portal instead so everything stays with your return.

Tax Preparation Documents

W-2s, 1099s, ID, and everything else needed to prepare and file your return belongs in the client portal, where it connects to your tax file.

Go to the Client Portal

What to Send

Start with the list everyone needs, then open the section that matches your situation. If you don't have something, send what you do have and note the rest.

Everyone should send

Last year's tax return
Current year year-to-date paystub or Profit & Loss, so we can see your income run rate
Any change to your marital status or dependents
Life events this year: marriage, home purchase, new business, retirement, inheritance
Estimated payment history, if applicable

Then open the section that fits your situation. More than one may apply.

W-2 employee

Most recent paystub, so we can check your withholding
Benefits summary: 401(k) match, HSA or FSA elections
RSU or ESPP grant documents, if you have equity compensation

Self-employed or 1099

Profit & Loss statement
Mileage log
Home office details: square footage and total home size
Retirement plan type, such as SEP or Solo 401(k)
Estimated payment dates and amounts

S-corp or LLC owner

Reasonable salary documentation
Distributions taken year to date
Entity financial statements
Prior year QBI calculation

Real estate investor

Schedule E from your most recent return
Depreciation schedules
Cost basis records
Capital expenditure versus repair breakdown
Material participation records, if you hold short-term rentals
1031 exchange history, if applicable

Investment income

Brokerage statements
Capital loss carryforwards
Cryptocurrency activity records

Near or in retirement

Account balances by tax treatment: pretax, Roth, and taxable
Pension and Social Security estimates
Current Medicare status

Advisory or business session

Most recent business tax return
Current Profit & Loss and balance sheet
Formation documents, if we haven't reviewed them before

Tax return review

Anything that changed since you submitted your documents
Notices or letters received from the IRS or your state
Questions you'd like answered during the review

How It Works

Three steps, a few minutes, and you're done.

Complete the form below Use the same email address you booked your appointment with so your files attach to the right record.
Attach your documents Upload as many files as you need. PDF, JPG, and PNG are all accepted, and photos taken with your phone work fine.
We take it from there Your documents are reviewed ahead of your appointment. You'll only hear from us if something is missing or a question comes up.

Upload Your Documents

Please send documents at least 7 days before your appointment. Your session is prepared in advance rather than during your appointment time, so documents that arrive late can't be worked into the analysis.

Common Questions

Is my information secure?

Yes. Files are transmitted over an encrypted connection and stored in your client record with restricted access. We use the same safeguards that protect every document you send us.

Will I know you received them?

You'll see a confirmation on screen the moment your upload completes. We'll only reach out if something is missing or if a question comes up as we prepare.