Secure Client Portal

Data Upload Information

  1. Please upload all of the information to prepare your return at one time. It will actually take longer (and cost more) to prepare your return if your information is included in multiple uploads.
  1. Scan all your information, W-2‘s, 1099’s, K-1’s, 1098’s, tax organizer, etc. into one pdf.
  1. To scan the organizer, simply pull off the binder and the covers. Scan everything else, including the signed engagement letter.
  1. Please keep the organizer pages in order. The order of the rest of your information does not matter.
  1. Once your return is prepared, we will place a pdf of your tax return and a pdf of your sorted and indexed data into your portal. We will store the pdf’s indefinitely, and you will have unlimited access to them.

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