Client Portal - Upload Tax Docs and Share Files
Click on Upload Files below to securely share your documents with us
Dropbox is OPEN!!!
Welcome...we offer drop off tax services only and work in a numbered line. NO face to face appts. To get in line, please click on our drop off instructions below. You may bring tax docs to our office dropbox, upload to our secure portal, or email docs. Existing clients, same procedure as last year. New clients, please read our instructions.
*NEW for 2025: For no tax on tips and overtime pay please supply us with your year end paystub or your employer may provide a summary with your w2.
If you have purchased a new 2025 american made vehicle, please provide the bill of sale and interest paid