VIRTUAL TAX PREPARATION
There is no need to visit the tax office in person. Simply upload your documents online, and we will begin working on your tax return. Just print out and complete the Tax Questionnaire, then upload it along with your other tax documents to get started quickly and easily.
Below are some tips and instructions for uploading your documents.
The preferred file type for uploading documents is generally PDF (Portable Document Format). It's a versatile and widely compatible format that preserves your original document's formatting.
Combine multiple files into a single PDF document if possible.
It’s a good idea to open your files before uploading them to ensure they are readable.
Click on Client Login
Login with your ID or E-mail. Your ID is your social security number with no dashes.
From the menu select Upload My Tax Documents
Click on ‘Instructions’ to view helpful tips and detailed guidance for uploading your tax documents correctly.
Browse through your files and select the ones you need, or simply drag and drop them for quick and easy upload.
Please provide a clear and detailed description for the file you are uploading.
Click ‘Upload’
