Personal Pre-Upload

Once you submit this form you will automatically be taken to our New Upload Page for Individuals. Please have all your Tax documents & files in a folder ready to be dropped or saved onto our server. 

Securely Upload Your Documents

TAXPAYER INFORMATION

(FIRST,MIDDLE INITIAL,LAST)
FIRST, MIDDLE INITIAL, LAST)
Who Prepared Your Taxes Last Year
if you have a phone appt scheduled please give us the date.
If you marked other or additional information to give please explain.
Sending
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