Document Upload Hub

Client Access

Upload Your Documents

Securely upload your documents based on the service you are receiving. All information is handled confidentially.

Tax

Upload your W-2s, 1099s, previous tax returns, deduction receipts, and any other tax-related documents needed for filing and planning.

Accounting

Submit profit and loss statements, balance sheets, bank statements, general ledgers, and other business accounting records for review or reconciliation.

Credit Repair

Provide recent credit reports, dispute letters, lender communications, and supporting documents to assist with repairing or improving your credit profile.

Estate & Trust

Upload estate planning documents, trust agreements, asset valuations, wills, and related financial documents to prepare estate or trust returns.

Payroll

Share employee timesheets, payroll registers, tax withholding forms (W-4s), and payroll provider reports for processing and compliance.

Miscellaneous

Upload any additional financial documents that don't fit the categories above—such as business licenses, financial correspondence, or scanned receipts.

Bookkeeping

Submit your business financial information such as income, expenses, and records so we can maintain accurate books and ensure financial clarity.

Business Formation

Submit details about your business goals and structure to help us determine the most suitable entity type for your company.

Retirement Planning

Provide retirement goals, investment details, and income expectations so we can help you build a secure, long-term retirement strategy.

IRS Representation

Provide information regarding IRS notices, audits, or disputes so we can represent you and communicate with the IRS on your behalf.

Financial Statements

Submit financial data to help us prepare or review statements that reflect your personal or business financial position.

Sales Tax

Provide sales and transaction details to ensure proper sales tax registration, filing, and compliance across jurisdictions.