Please choose an option below for sending us your tax documents.
Online Submission
Save your progress and securely upload images or documents from any device. Tip: Use your phone to upload photos of your documents.
Mail or Drop Off
See our physical submission options. With our secure 24-hour drop box, you can submit your documents at your convenience.
Do you offer sit-down appointments with clients? To ensure compliance with the highest standards and maintain efficiency, we offer limited in-person visits during the tax preparation process. Most of our tax preparation is completed through the secure submission of documents, followed by a scheduled follow-up via in-person visit, phone call, Zoom or email, as needed.