Next, determine which items on the list apply to you.
Once you collect all necessary documents and information, upload it to our secure portal. Once we've received everything, our tax team can begin to work their magic.
If we prepared your tax return last year:
If we did not prepare your tax return last year, please upload the following for you, your spouse, and any children or dependents:
Send over as much information as you can — our advisors will help determine what's important and what's not.