Upload/Download Docs

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Click Here to Upload and Download Documents


After you create your account, we will send you login information to upload documents

Please upload the following documents:

  • Tax return from previous year
  • All tax forms received
    • Forms w2
    • Forms 1099 (Int, Div, Brokerage)
    • Forms 1099-Misc
    • Other tax income forms
  • All tax deduction receipts
    • Form 1098 for Mortgage Interest
    • Property tax bill
    • Charity receipts
    • Other proof of deductions
  • Copy of your ID

Alternatively, you may fax your documents to us at 888-307-6906.

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