Secure upload form

In order to guarantee a timely filing of your taxes, we will need your relevant documentation at least seven (7) days in advance of your scheduled appointment time. We have a personalized secure portal through SmartVault where you will need to upload your documentation.

Click here to upload your documents

If you have not been invited or don’t have a SmartVault profile, please call our office at:

Schedule a consultation

Please include any of the following documentation that pertains to you in your upload.

  • Last year’s tax return (new client)
  • Full Name, Spouse, dependents
  • Birthdays – Month/Day/Year
  • Social security numbers for all dependents
  • W-2 forms for wages
  • 1099 forms for interest, dividends, retirement, social security, unemployment, & other income
  • Year-end statements from mutual funds
  • K-1 forms from partnerships, corporations, & estates
  • Rental or self-employment income and expense
  • Purchase and sale information for anything sold during the year
  • All other statements of income
  • IRA year end statements
  • Medical expenses
  • Records of estimated taxes paid
  • Property tax statements
  • 1098 forms for mortgage or student loan interest
  • Donations of money to charity
  • Donations of property to charity
  • Volunteer expenses and mileage
  • Amounts paid for higher education
  • Job related expenses
  • Investment related expenses
  • Childcare provider’s name, address, social security or EIN number, and amount paid

Have tax questions? Ask Us.

The first step to hassle-free accounting, tax returns, and tax planning starts by reaching out to one of our representatives.

Schedule a Consultation