Missing Docs/Info Submission

Please use this form to submit any documents missed in your primary submission. Do not send documents directly to your preparer unless specifically requested.

Step 1 of 2

This form is for those who have already submitted a tax organizer (either online or paper).

Name*

First Last

Business Name (if applicable)

Phone*

Email*

Enter Email Confirm Email

Upload your documents*

Scan documents, take pictures, attach screenshots, etc. Whatever it takes to get us the documents in a manner than we can easily read them.

Please do NOT attach the following:
-Encrypted or password-protected documents
-Large Excel/Quickbooks Files (summary pages are best)
-Zip Files

NOTE: Please attach your individual tax forms, and do not combine different types of documents into one file. This helps up work through your return with fewer mistakes.

Drop files here or

Max. file size: 125 MB.

Is this the last of your documents needed to complete your taxes?*

Yes

No, I will send more

When will you send us the remaining documents?*

Additional Info
Is there anything else we should know?

Do you have a Start Date?*

Yes

No

Unsure

When is your Start Date?*

Please select the preparer you are assigned to.*
One person is assigned to do the majority of the back and forth with clients while a senior advisor is always assisting.

Verify for accuracy and completeness. {all_fields}
Email
This field is for validation purposes and should be left unchanged.