Personal Tax Return Documents

Once you complete this form, you will be directed to our Individual Upload Page. To ensure a smooth process, your documents need to be close up & non blurry photos or PDF scans. Please verify this before sending so you do not have to re-send them all.

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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