FAQs
Upload Documents
Use the Client Portal to submit your documents. The portal is a secure and easy way to send all tax documents: W2, 1099, 1099-INT, Mortgage Interest (1098), and all other documents.
Use the Client Portal to submit your documents. The portal is a secure and easy way to send all tax documents: W2, 1099, 1099-INT, Mortgage Interest (1098), and all other documents.