Drop-Off & Mail-In Submissions – Office Use Only

Client Status

Are they New or Current?

Who's documents are included?

Married Couples should be marked as "Individual"

What Tax Year(s) are the documents for?

How did we receive the documents?

Client Name

Married couple's first names and middle initials can be put in the "First Name" field.

Example: Taxpayer A & Spouse B

First Name Middle Initial Last Name

Other Person(s) Name's

Click the (+) to add additional names

First Name	Last Name

Business Name

Email Address

Mobile Phone Number

Attach Scanned Documents

Drop files here or

Additional Notes