fbpx

Submit Your Personal Tax Info Electronically

Submit Your Personal Tax Info Electronically

In order to facilitate a quick and easy transfer of information, please follow the instructions below to provide your personal tax documents electronically:
*Please ensure you are providing all of your relevant tax documents at once – we will not begin preparing your return with incomplete information*

In order to ensure your taxes are filed by April 30, the deadline for sending us your information is April 17, 2021.
If we receive your information after April 17 and you still want your taxes to be filed before April 30, a surcharge may apply.

Step 1

For Existing Client

Download, Complete and Upload (Step 2):

For New Client

Download, Complete and Upload (Step 2):

For New Client Authorization Form

Download, complete highlighted fields, sign and upload (Step 2):

Step 2

Send Us Back Your Files

You will receive a call once someone begins working on your tax return(s) – typically within the next 4-7 business days.

Scroll to Top