Secure Client Upload
Upload documents securely
Three short steps. No account. Phone photos are fine.
Please do not send Social Security numbers, W-2s, full tax returns, or bank account numbers by ordinary email or text.
Use the secure upload below, or call us and we will walk you through it.
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Tap Upload Documents Securely
Opens our secure upload page in your browser. Works on phone or computer.
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Add your files
Drag and drop, or take a photo with your phone camera. No account, password, or app to install.
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Submit
We receive your documents in our secure folder. You are done.
What we’ll usually ask for
- Prior-year tax return (PDF)
- W-2s, 1099s, and other income forms
- Business books summaries or prior K-1s
- IRS notices
- ID and other items we specifically request
General information about document handling. This page does not create a client relationship.