Submitting Your Documents

Collecting and organizing docs and info can quickly become messy and time consuming.We have organizers that make sure you do not miss potential deductions and that we have as much as info from the start of the tax return preparation process. This strong start helps lead to quicker turnaround time and lower cost for clients. 

Organizers

Sch E - Rental
Sch C - Business (sole proprietor)


Clients can send documents and information through:

Please label Dropbox/Google/etc. folders using your full name (Last Name, First Name) ie. a folder would be Smith, Robert (not 2018 Taxes).

We do not recommend sending sensitive information through email without password protection. The tax return process can be done completely through electronic and phone communication. Clients can also meet if preferred. Please contact us if you have any questions or concerns about collecting/sending docs.