Forms & Document Uploads
Secure forms and upload area for you.
Now you can do your taxes with us from anywhere. 100% secure. Submit your information securely with our forms. Choose Zoom, phone or in-person follow-up.
Existing Client Tax Update Form
Use this drive location to upload your documents safely. To make sure we have the most accurate information:
- Please label files and folders with the name on the tax return.
- It helps if your forms are all together in a labeled folder — zip the folder to upload faster.
- If possible, try to include all forms at the same time.
- If you add forms a second time later, please let us know when all your uploads are complete.
Make a Payment
Easy options to pay an invoice or send us a payment online.
Pay with Credit Card or Debit Card
Each method will send you an email receipt for your records.
Have a Question?
For questions or notes regarding your account or the client portal:
Send Us a Message
Call Our Offices
We appreciate your business!