Secure Tax Document Upload & Client Portal
Protecting your personal and financial information is important.
Use our secure client portal to submit sensitive documents needed for your tax preparation.
Access Secure Client Portal
Our secure document process is intended for clients submitting confidential tax information for tax preparation.
Tax documents can contain Social Security numbers, income information, banking information, addresses, dates of birth, and other confidential information. For that reason, do not submit sensitive tax documents through our regular website contact form.
Access Secure Client Portal
Upload Tax Documents Securely
Upload Your Tax Documents Securely
Our secure document process is intended for clients submitting confidential tax information for tax preparation.
Depending on your tax situation, you may need to upload documents such as:
- W-2 forms
- 1099 forms
- Prior-year tax returns
- Business tax documents
- Self-employment records
- Rental-property records
- Retirement-income documents
- Investment-related tax documents
- Applicable identification documents
- IRS or state tax notices
- Other documents requested for your tax preparation
- Securely Upload Documents
- Do Not Use the Regular Contact Form for Tax Documents
Our general contact form should only be used for ordinary inquiries, such as:
- Requesting information
- Asking general questions
- Scheduling questions
- Service inquiries
- Other non-sensitive communications
Do not enter or attach sensitive information to a normal contact form, including:
- Social Security numbers
- Taxpayer identification numbers
- W-2 forms
- 1099 forms containing sensitive information
- Complete tax returns
- Driver's licenses
- Passports
- Bank account information
- Identity documents
- Documents containing sensitive personal or financial information
Use the designated secure client portal instead.
Documents You May Need to Upload
The documents required depend on your individual tax circumstances.
Individual Tax Preparation
You may need applicable:
- W-2 forms
- 1099 forms
- Prior-year tax return
- Dependent information
- Education-related tax documents
- Retirement-income documents
- Investment-related tax documents
- Property-related tax documents
- Other applicable records
Self-Employed & 1099 Tax Preparation
Independent contractors and self-employed taxpayers may need to provide:
- 1099 forms
- Business-income records
- Expense summaries
- Payment processor statements
- Business records
- Equipment information
- Mileage records
- Other applicable business documentation
Business Tax Preparation
Business clients may need applicable:
- Prior-year business tax return
- Profit and loss statement
- Balance sheet when applicable
- Revenue records
- Expense records
- Payroll information
- Contractor information
- Asset information
- Ownership information
- Entity documentation
- Other requested business records
Rental Property Tax Documents
Rental-property owners may need applicable:
- Rental-income records
- Property management statements
- Expense summaries
- Property purchase documentation
- Improvement records
- Prior depreciation schedules
- Property sale documentation
- Other applicable rental records
If you have multiple rental properties, organize the documents separately for each property whenever possible.
Prior-Year Tax Documents
If we're preparing multiple prior-year returns, organize your documents by tax year before uploading them.
For example:
- 2023 Tax Documents
- 2024 Tax Documents
- 2025 Tax Documents
Keep W-2s, 1099s, business records, and other documents with the correct tax year.
Documents for Amended Tax Returns
If you need help correcting a previously filed return, upload applicable:
- Complete originally filed tax return
- Corrected W-2 or 1099
- Missing tax documents
- Supporting documentation
- Relevant IRS correspondence
- Other documents related to the correction
IRS Notices
If you received an IRS or state tax-agency notice, provide the complete notice, not only the first page.
Include:
- Every page
- Attachments
- Related correspondence
- Applicable tax return
- Supporting tax documents
Pay attention to any deadline printed on the notice.
How to Prepare Documents for Upload
Before uploading your documents:
Make sure each document is readable.
Include every relevant page.
Avoid blurry photographs.
Make sure important information is not accidentally cut off.
Organize documents by tax year.
Separate business and personal records when appropriate.
Separate rental-property records by property when appropriate.
Keep copies of the documents you submit.
Clear, organized documents can make tax preparation more efficient.
Recommended File Formats
Use file formats supported by the secure portal.
Common document formats may include:
Ready to Get Your Taxes Prepared?
Don't wait until the last minute to organize your tax documents.