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Tools & Resources

I just wanted to send you kudos on the client portal for entering my income tax information. I found the portal far easier to use than paper, and I didn’t lose my forms amongst all the other papers. Really it made the whole process easier… Since it was different, I almost didn’t use it, but I am happy I did.
- Robert H

How To Upload Your Tax Documents

Using your secure portal to send us your supporting tax documents will save you time and money. You can avoid the time it takes to drive your materials to our office, or the money it costs to mail them to us. Plus, it's easy and it helps in our efforts to be more respectful to our environment!

To submit your W-2's, 1099's and other tax-related documents, follow these simple instructions:


  1. Login to your secure portal through the Client Center (at left).  
  2. Scan your documents to your computer
  3. Use the "Document Exchange" under "File Exchange" within your portal, browse your computer and select your scanned documents
  4. Then upload them to your portal


It's that easy! Then, once we complete your return, you will receive an e-mail letting you know there is a copy in your secure portal for you to review.