Business & Personal Pre-Upload

Please fill in the information below. Once you submit this form, you will automatically be directed to our Secure Upload Page where you can submit both business and personal documents together if you have them ready. Need Help? Instructions below 

Securely Upload Your Business Documents

TAXPAYER INFORMATION

(FIRST,MIDDLE INITIAL,LAST)
FIRST, MIDDLE INITIAL, LAST)
Business Type
if you have a phone appt scheduled please give us the date.
If you marked other or additional information to give please explain.
Sending

Document Upload Instructions

Step 1: Complete the Short Form above
Filing in this information notifies us that you are uploading your documents onto our secure server.

Step 2: Automatic Redirect
Once you submit the form, you will automatically be directed to our Business Upload Page. If the automatic webpage does not load, your browser or security settings may be blocking a new webpage from opening. (*see below)

Step 3: Upload Your Documents.

  • You may submit both business and personal documents together if you have them ready. If not, you can come back and submit more documents later using the same process.

  • You may submit folders or individual documents during the upload process. We prefer PDF Documents, but if a picture is all you have, please ensure it is high-resolution and clearly readable.

  • Simply save or drop the Folder/Documents onto our secure server when prompted.

Most Apple & PC based web browsers have security settings within the browser that can prevent a new webpage from popping open. Refer to your browser settings if the secondary upload page does not load.

Scroll to Top