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.