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Collect Your Tax Forms
Collect Your Tax Forms
Collect Your Tax Forms
Gather up all of the forms and documents needed for your return.
upload to the portal
Collect Your Tax Forms
Collect Your Tax Forms
Use this secure portal to upload your forms. If you login from your phone, you'll be able to "scan" in your documents using your phone's camera. You're also welcome to set up a time to drop them off in our office, if you prefer.
Review & Sign
Collect Your Tax Forms
Review & Sign
When your tax return is prepared we'll contact you to set up a meeting (virtually or in person) to review, sign and complete!