Secure Client Portal

STEP 1: Secure Upload Link

****Fill out the form below to request a SECURE upload folder link:

Here’s what you need to upload…

  • Driver’s License or State ID
  • Social Security Card (if available – not mandatory for existing clients)
  • IF CLAIMING Head of Household, please upload a copy of Lease, Mortgage or A Utility Bill
  • If we did not prepare your return last year, please upload your previous return if available. 
  • Proof of Daycare
  • Child Tax Credit Lette
  • Please upload your Stimulus Letter, or a screenshot from the Stimulus Payment portal of the payments, or log into IRS.Gov and get the 2021 ACCOUNT Transcript, or any other proof showing total amount of payments received or are missing
  • Health Care 1095-A, B or C
  • 1098-T
  • Income Files (W-2, 1099-NEC, 1099-MISC, Etc.) 
  • Upload Supporting Interest/Taxes Documents
  • If you have a business or rental property, please attach an income/loss statement and supporting documents.
  • If you borrowed money and the debt is canceled or forgiven, please include Form 1099-A and/or 1099-C.
  • Mortgage Statement
  • Business Expenses
  • All other forms you have to file your tax return

STEP 2: Click Link Below

Your must login into the form, using a “Gmail” address to establish a secure connection to the portal

Tax Preparation Form

Drop Google form code here:
[CLICK HERE] to access the form.