This form is for those who have already submitted a tax organizer (either online or paper).
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)
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.
Max. file size: 125 MB.
Drop files here or
Is there anything else we should know?
One person is assigned to do the majority of the back and forth with clients while a senior advisor is always assisting.