RETURNING CLIENTS DOCUMENT UPLOAD
Existing Clients Who Haven’t Uploaded Any Documents Yet This Year
PLEASE NOTE: All of your tax documents should be included in ONE SINGLE PDF DOCUMENT prior to uploading below. Any additional documents or PDFs must be uploaded via the Supplemental Documentation page.
PLEASE NOTE WHEN UPLOADING:
All of your tax documents should be included in ONE SINGLE PDF DOCUMENT prior to uploading below. The uploaded file should be named as the year that is being filed, followed by the first four of your last name and then the last four of your Social Security Number.