Client Portal - Upload Tax Docs and Share Files
Click on Upload Files below to securely share your documents with us
Dropbox opens Jan 15, 2025!!!
Welcome...we offer drop off tax services only and work in a numbered line. NO face to face appts. To get in our line, please click on our drop off instructions below. You may bring your 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.