As a client, you may choose to upload electronic files and Form 1099s; and to download your completed tax returns.

We prefer Digital downloaded PDF   DOC  DOCX   XLS  XLSX   QBM  QBB  QBW and manually scanned PDF for small items such as Form W-2.

Less desirable are JPG  JPEG, cellphone pictures,  apple.pages  or anything compressed into something other than standard ZIP.

Your uploaded files are automatically encrypted and placed into a ZIP file.

When you download encrypted files, they are automatically unencrypted based on your email address, a password and a special temporary link that is needed to access the encrypted files.

Please contact us to learn how to upload your files.