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Upload Your Documents Here

To file your taxes correctly, we may need you to upload certain documents. Please do not upload any documents until you have had your consultation and we direct you to this page. 

  • Fill out your contact information: We need to know who's information we are receiving.

  • Click the Upload File button: You can then select the document we have requested.

  • Click the Send File button, and that's it! 

If you need to access your Tax Record you can request it online through the IRS Website here:

https://www.irs.gov/individuals/get-transcript

Upload Form

Upload File

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