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    • Home
    • MAKE AN APPOINTMENT
    • UPLOAD DOCUMENTS
    • BLOG
    • Communities
      • Taxes for Counselors
  • Home
  • MAKE AN APPOINTMENT
  • UPLOAD DOCUMENTS
  • BLOG
  • Communities
    • Taxes for Counselors

Securely Upload Your Documents

Convenient virtual tax preparation. Take advantage of our free and secure file transfer option. safely upload your tax documents and experience the ease of having your taxes prepared where it's convenient for you. 


To get started, request access to our secure portal with the link below.

To request access... Click Here.



Click here to access to the client portal

How it Works

A man uploading tax documents online

1. Upload your tax documents to our secure document exchange

Once your log-in is created you will receive a notification. When logged in you can begin by uploading your documents and completing our quick, easy questionnaire.

2. We will get right to work on completing your return.

We will confirm with you that your documents have been received and get right to work. We will work with you on your channel of choice (email, text, phone, or online meeting) to obtain the details necessary to maximize your tax outcome. 

3. Finalizing and Filing

Once your return is completed, we will provide you with all of the necessary paperwork for your records, complete payment for the return, then securely and electronically file your return to the IRS.

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