James Family Tax
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    • Home
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    • MAKE AN APPOINTMENT
    • UPLOAD DOCUMENTS
    • BLOG
    • COVID 19
    • Services
      • BUSINESS TAX
      • FAMILY TAX
      • RESOLUTIONS
      • ENTITY FORMATION
  • Home
  • REFUND ADVANCES
  • MAKE AN APPOINTMENT
  • UPLOAD DOCUMENTS
  • BLOG
  • COVID 19

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 its convenient for you. 


Powered by Taxaroo

an intelligent and easy to use document portal



Click here for our secure document exchange

How it Works

A man uploading tax documents online

1. Upload you tax documents to our secure document exchange

Click the link for our document exchange and easily create your login. If you are a new client, complete our quick and easy questionnaire.

2. Within 24 hours 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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