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Interested in Uploading?

  • layamonique1
  • Jan 11, 2020
  • 1 min read

Updated: Feb 13, 2020

Do you find that you're too busy to schedule an appointment to file your taxes? We have a solution that easy, effective, quick, and convenient.



What is it?

There are clients that we have outside of the local area, some even out of state that use our services to prepare their tax returns. Basically, it's a feature that we use which allows documents to be securely transmitted electronically.


How does it work? You can use either your phone or a computer to upload the documents. We will need either clear pictures or preferably a scanned PDF file of your tax documents. Once they are uploaded, we receive a notification email and are able to download the files into a zipped folder.

Where do I start?

For those that are interested in securely uploading your tax documents to our site, you can do so by using the link.The link will take you to the tabbed page on our website where you will follow the prompts to send your documents.



 
 
 

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