ADDITIONAL TAX DOCUMENTS REQUESTED
(TAX YEAR 2025)
PLAY THE VIDEO FOR INSTRUCTIONS
THIS PORTAL IS TO BE USED ONLY FOR REQUESTED
ADDITIONAL DOCUMENTS.
THE ONLY 2 FILE TYPES
ACCEPTED ARE:
PDF FILES and JPEG FILES
(Files must be very clear and readable)
"STOP FOR DISCLAIMER:
Before you upload here, you need to first have already input all your current information by using
the new 2025 Tax Year Client,
Intake and Document Upload Form. Which is labeled
"Main Document Uploads".
All existing and new clients
must go thru and have first
used that main client portal.
If you just try to shortcut this request, your return will not be worked on until you have uploaded your current documentation and answered the respective questions found in the main intake form.
The main portal link for
"2025 Client Intake" is on the home page and can also be seen at the button in the footer of this page.
DOCUMENT UPLOADS; TO ADEQUATELY AND TIMELY PREPARE YOUR TAX RETURN. PLEASE UPLOAD ANY ADDITIONAL APPLICABLE DOCUMENTS YOU HAVE AS SOON AS POSSIBLE..
THE FASTER WE GET THE NEEDED INFORMATION, THE SOONER YOUR RETURN WILL BE COMPLETED
AND e FILED.
MAKE SURE THE UPLOADED DOCUMENTS ARE CLEAR AND EASILY READABLE.
The App CS CamScanner works very well for scanning your
documents.
This app is free and can be found
in your play store.
TO UPLOAD ADDITIONAL REQUESTED DOCUMENTS,
CLICK THE BUTTON BELOW:
.