Client Document Upload Form

The Solutions Center Document Form

📌 Upload one document type at a time. Example: all W-2s together, or all bank statements together.Need to send another type? Just click this link again.
Name*

First NameLast Name
Last 4 of SSN*
Tax Year (2025,2024,2023,etc.)
Document Type*
📌 One type at a time. Use the same link again if you have another.
Please upload your document(s)

📌 You can upload multiple files here if they’re the same type (ex: all bank statements). If you need to upload another document type click the same link again to submit the next type.
Cancelof
Description of the document
Should be Empty:

The Solutions Center Document Form