Secure Tax Intake
Upload your tax documents online and complete this guided intake — no need to visit the office. Everything is sent securely to our tax team.
Upload your tax documents online — no office visit needed
Send everything to our tax team securely from your computer or phone. We receive your documents ahead of time and can start on your return before you ever come in — saving you and your preparer a trip.
1. Tell us about you
Answer a few guided questions about your household, income, and deductions. It only takes a few minutes.
2. Upload your documents
Snap a clear photo with your phone or attach a scan. Add as many files as you need — W-2s, 1099s, your ID, and more.
3. We take it from here
The moment you submit, your documents are sent securely to our tax team. We’ll review them and reach out to confirm the next steps.
What to have ready
- Photo ID or driver’s license
- W-2s and any 1099s
- Last year’s tax return (if you have it)
- SSNs or ITINs for you and your dependents
- Any IRS or state letters you received
Your information is encrypted in transit and delivered straight to our preparers — nothing is stored in a public database. No printing and no in-person drop-off required.