Use the link below to securely upload your documents directly to us. We will also be sending document requests for easy upload.
IMPORTANT:
Please make sure to label your files with the date, subject, and your name.
Check your email as the questionnaire and tax document requests are in the process of of reaching you. The new format is a fill-able excel worksheets found here with questions answerable in your portal including document upload per item. If you wish to get a jump start download the fill-able organizer and sign the tax return engagement letter. Just above this section is the link to upload these items to your portal.