Sending Your Tax Documents

We are now using Intuit Link to send tax documents securely. We will need to send you an invite from us.

You can email us and ask for the invite or schedule a remote tax return in our Appointment scheduler. You will need to create an Intuit Account to send and receive documents.

Please download Adobe Scan on your phone to send us PDF Documents of your tax documents. This makes it much easier to read and to download your tax documents. The App is very user friendly. 

Please fill out both forms below if you are a new client, or if you are a returning client just fill out the drop off Intake. Upload your tax Documents below.

Once we have received and reviewed your tax documents, we will notify you and will assign one of our tax professionals to complete your return.