2025 OTS Additional document request
This form is used to upload documents that were requested by OTS Management Group LLC or documents you forgot to submit for tax preparation. Please note that if you have not completed a full Client Information Sheet, documents submitted through this form may not be reviewed or processed.
Have you completed a full Client Information Sheet for the tax year related to the documents you are uploading?
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Yes
No
What tax year are these documents for?
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Please Select
2025-Current Tax year
2024
2023
2022
2021 or earlier
Not sure/ Uploading everything together
Please select the correct tax year so your documents are filed with the right return. Uploads submitted with the wrong year may delay processing.
Tax Payers Name
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First Name
Last Name
Tax Payers SSN
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Is there anything you want to tell us about these documents? (Optional)
Please upload any additional documents you may have here. (You may upload multiple files at once.)
Browse Files
Drag and drop files here
Choose a file
Cancel
of
I understand that uploading documents does not start, complete, or authorize the preparation or filing of my tax return. I understand that OTS Management Group LLC may require additional intake forms, authorization, or information before proceeding.
*
Yes
No
Submit
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