Securely upload your tax documents.

Please send us your tax docs so we can start data entry. We will then contact you via email or phone to discuss and answer questions. If you want to mail or drop off your tax documents, you can find information here. Otherwise, choose one of the two options below for online submission. Remember, you can use your smartphone or tablet to take pictures of your documents.

NOTE: Submissions that arrive later than 3/21, will be extended and completed on a first come, first serve basis. Click here for details. 

FAQ Frequently Asked Questions - click here

How long will it take to finish my tax return?

We get to client submissions on a first-come, first-served basis. If you need an expedited turnaround time, please contact to indicate you want rush services (starting at $50).

Why can’t I book an appointment first?

Due to increasing tax complications, we feel it’s better for clients not to be confined to rigid appointment blocks. Our tax professionals will reach out to you via email/text/phone after we have received and entered most of your documents.

Can I submit my documents while I’m missing some forms?

Our paper and digital organizers are designed to help identify what information and documents to gather. Our online Smart Organizer (which is preferred) allows you to save your progress if you need to stop for any reason. Please do not submit the final work until all documents are attached, but we understand you may not have access to everything. Thank you!

Who is working on my tax returns?

Our seasoned professionals are a mix of Enrolled Agents (highest designation for tax professionals) and supervisors that help ensure the quality of each tax return. We communicate with each client along the way, so you’re always in the loop. You can trust our family-owned and operated business model. We have been in business for over 40 years!

What happens after I submit my tax documents?

Once you submit your documents, our team starts the process of entering your data. We collaborate with our team to optimize your unique tax filing. Our professionals will email, call or text you regarding follow-up questions or concerns. Once we’re close to finishing, we will send a link to our appointment calendar. You can choose to just finish over email or make an appointment (virtual or phone).


Use our Smart Organizer which will lead you through step-by-step what you need and how to best optimize your tax return with us. Save your progress if you do not have all your documents.


Fill out a basic PDF organizer and attach your documents.
This method is fast initially, but may require more back and forth to get all the details.