Secure Tax Filing

Submit your details and upload your documents in a few secure steps. We handle the complexity so you can relax.

1. Client Intake

Fill out the form below so we have your contact info and tax situation details.

2. Secure Upload

Use the secure link to send us your W-2s, 1099s, and other documents.

Client Intake Form

Please complete this form before uploading documents.

Contact Information
Filing Details
Notes & Consent

Step 2: Upload Documents

Once you have submitted the form above, please use our secure Dropbox portal to upload your W-2s, 1099s, and IDs.

📤 Secure Document Portal

No Dropbox account required. Your files are encrypted.

Click Here to Upload Documents