Returning Clients Document Upload
Please upload your documents that are new for the season.
Name
*
First Name
Last Name
SSN
*
Date Of Birth
*
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
CURRENT ADDRESS
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email (for communication purposes)
example@example.com
Have anything change or anything need to be added ?
Government ID
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Enter ANY NEW Dependent's Name, DOB & Relationship to you. Please note any dependent who may be disabled.
What type of file are you uploading?
Income Document (W2/1099)
Dependent's Information
Health Insurance Information
Deductions/Credits Supporting Documentation
Other
File Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
DIRECT DEPOSIT INFORMATION
BANK NAME
ROUTING NUMBER
ACCOUNT NUMBER
Submit
Should be Empty: