Upload Documents

Your tax preparer is able to see the information you’ve entered, and you can share your tax documents with them.

Taxpayer Name*
Date of Birth*
MM slash DD slash YYYY
Spouse Name
Spouse Date of Birth
MM slash DD slash YYYY
Phone Number*
Email Address*
Address*
US Citizenship*
Filing Status*
Occupation
Number of Dependents*
1st Dependent Name*
1st Dependent Date of Birth*
MM slash DD slash YYYY
2nd Dependent Name*
2nd Dependent Date of Birth*
MM slash DD slash YYYY
3rd Dependent Name*
3rd Dependent Date of Birth*
MM slash DD slash YYYY
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Additional Information
Use our convenient Secure Upload button to securely deliver your tax documents directly to a member of our team.
Upload Documents*
Drop files here or

Max. file size: 1 GB.
What documents should you send your tax agent? Any tax documents that show federal withholding (Ex: your W-2 or Form 1099) Identification card & Social Security cards of dependents, Banking information, and any other relevant tax documents. While the IRS requires some of these documents to be e-filed with your return, uploading helps to ensure accuracy.