If you want to send your tax documents to us electronically then you will need to follow the steps below:
- Contact us to obtain a secure link to my document storage tool.
- Create electronic versions of all your tax documents
- Click on the Client Portal button on the home page of this website
- Enter your email address and your password created with your initial link to the site
- Then either select your files or drag and drop your files into the tool
- You can log into the storage site as often as needed and upload as many documents as needed
- I will also use this site to share documents with you.