Tools
Send Us a File Securely
Tax documents contain sensitive information — Social Security numbers, bank accounts, income details. We use a secure client portal (not email) to exchange documents. If you're an existing client, log in below. If you're new, reach out first and we'll set you up.
or call (561) 278-1199
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For existing clients
Log in to our secure portal to upload documents. The portal is encrypted in transit and at rest, IRS-compliant, and logs every file access for audit purposes.
For new clients
If you haven't worked with us before, please call or email first. We'll set up your portal account within one business day. Don't email tax documents directly — ordinary email isn't secure enough for sensitive data.
What to send for a tax return
- W-2s from all employers (yourself and spouse if MFJ)
- 1099s for interest, dividends, investment sales, self-employment, retirement distributions
- Mortgage interest statement (Form 1098)
- Charitable contribution receipts (cash + non-cash)
- Medical expense records (if above 7.5% of AGI)
- Self-employment income + expense summary
- K-1s from partnerships / S-corps / trusts
- Last year's tax return (if new to our firm)
External resources
Other resources
Ready for a straight answer on your taxes?
Start with a free consultation.
Call, email, or book online. We respond within one business day — every time.