Tax Documents

Tax Documents

Sending Us Your Tax Documents

In most cases, your tax information can be uploaded via your Client Portal.  Your personal Client Portal makes it easy for you to Drag&Drop your documents  from your computer securely into a folder in your Client Portal (see Files tab).

We also provide questionnaires within your client portal (see Questionnaire tab) that you can fill out online within your personal portal and submit them to us.  These forms are  transferred securely to us for review.

We also will be using the messenger system within your personal portal to communicate directly with you about your return (see Messenger tab).


Call (719) 284-9190