ShareFile

Use ShareFile to securely send us your tax documents. We will upload a digital copy of your tax return(s) once it is completed.

Open Sharefile

Client Forms

Print and complete the client intake forms to save time when dropping off your tax documents. These forms are required before work can begin on your return(s).

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Record Retention Guide

Use this guide to determine how long you need to keep your tax and other financial records.

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