Client Upload

Secure Client Document Upload Portal
Taxpayer Information
Taxpayer Name

First NameLast Name
If Married Spouse Name

First NameLast Name
Taxpayer Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Taxpayer Phone Number
Taxpayer Email Address
example@example.com
Please upload ALL INCOME

w2, 1099s 1099R
File Upload

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Please upload proof of Medical Insurance 1095 A, B, or C
File Upload*

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House Forms 1098 Mortgage, 1099 INT, (Rental Expense Form)
File Upload*

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Dependents Birth Certificates
File Upload

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Proof of Residency
File Upload

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Drivers License, ID, or Passport
File Upload

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Any Miscellaneous Forms for filing
Please upload any additional tax documents below:

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Should be Empty: