1

Secure Client Upload

Select which type of tax return you wish to have completed (at the following link)

Fill out payment information, and sign for authorization to complete the tax return.

Once you’ve completed the first step, it will take you to your client portal access when you can answer the necessary questions & upload your tax doccuments.

(if you’re using your phone, you will be able to upload the files via .pdf or a photo with your phone.)

please note, you will have to sign in through a verification email each time visiting the site for security purposes.

Begin Tax Prep

Links:

Completed Tax Return
Client Portal

Client Portal

Step 1
Sign In Sheet:

Sign In Sheet

Step 2

Client Upload:
Client Upload:

Client Upload