Hello
UPLOAD DOCUMENTS
New and returning customers, start here and fill out your information sheet for this year.
This will ensure all your information is current and you'll be able to upload your tax documents.
**NOTE**: This form must be done first before your process can begin.
NEED TO SEND MORE DOCUMENTS?
If you have completed your information sheet for this year but need to send additional documents, use the link below.
**NOTE: ONLY USE THE ADDITIONAL DOCUMENT UPLOAD IF YOU HAVE ALREADY UPLOADED YOUR INFORMATION SHEET (ABOVE)
