Tax clients, please feel free to upload your tax documents here. This link directs you to our secure document server.
Accounting Clients, please share your financial documents or any other materials you believe we should review here. Thank you!
Please share expense receipts.
W-2s (employment income)
1099s (NEC, MISC, INT, DIV, B, etc.)
K-1s (partnerships, S-corps, trusts)
1098s (mortgage interest, tuition)
Brokerage statements (year-end + 1099-B detail)
Prior year tax return (if new client)
Profit & Loss statement
Balance Sheet
General ledger or bookkeeping exports (QuickBooks, Xero, etc.)
Bank statements (all business accounts)
Credit card statements
Payroll reports (941s, W-3, state filings)
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