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

Not sure what's needed? Start here. If you don't have something, send what you do have and note the rest.

Tax Planning & Strategy Sessions

Most recent filed tax return
Year-to-date income (paystub, Profit & Loss, or brokerage statement)
Documentation for any major purchase, sale, or business change this year

Advisory & Business Sessions

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.