Additional TAX DOCUMENTS Requested (TAX YEAR 2023)

This portal is to be used ONLY FOR ADDITIONAL DOCUMENTS.

FILE TYPES ACCEPTED: PDF and JPEG
(Files must be very clear and readable)

"STOP"

Before you upload here, you need to first have already input all your current information by using the new 2023 Tax Year Client, Intake and Document Upload Form. Whis is labeled "Main Document Uploads". 

All existing and new clients must go thru and have first used that client portal. If you just try to shortcut this request, your return will not be worked on until you have uploaded your current documentation and answered the respective questions in the intake form. The main portal link for "2023 Client Intake" is on the home page and can also be seen at the button in the footer of this page. 

TO UPLOAD ADDITIONAL REQUESTED DOCUMENTS, CLICK THE BUTTON BELOW:

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