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.