Step 1: Identify the Documents to Upload

Refer our documents checklist to identify the documents required for tax filing. If your documents are currently in paper format, you may need a scanner to prepare your documents in digital format if there are many pages. We only support this type of attachments .png, .jpeg, .tiff, .pdf, .txt, .doc, .docx, .xls, .xlsx, .csv

Step 2: Enter Your Personal Information on Online Form

In order to file your taxes correctly, we need your most recent personal information, spousal/partner information (if any) and children information (if any). Use our online form to enter the details which are securely transmitted to us.

Step 3: Attach documents on Online Form and Upload

Upload your documents using our secure and hassle free new online upload form. Follow the step-by-step documents request form to attach the documents which are required by our tax pro. Our Online File Transfer System is Secure.

Step 4: Let us Do The Rest

After you successfully transmitted the information to us, our tax pro will start working on your file. Our tax pro will reach out to you in case we need more information. We’ll send your tax return document(s) to you securely for review and signatures.