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.
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How do I send my documents and information?
Clients can submit docs and info in various ways. We prefer clients use SmartVault (a secure online portal). Accounts are set up by us at no additional cost. Clients can then log in and submit documents. Tax returns can be signed electronically and then accessed whenever needed through SmartVault. Please contact us if you have any questions about creating or using account.
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.