To get started, please upload the required documents below. If you have any questions about the document requirements, feel free to contact us.
Upload your W-2s, 1099s, previous tax returns, deduction receipts, and any other tax-related documents needed for filing and planning.
Upload Tax DocumentsSubmit profit and loss statements, balance sheets, bank statements, general ledgers, and other business accounting records for review or reconciliation.
Upload Accounting DocumentsProvide recent credit reports, dispute letters, lender communications, and supporting documents to assist with repairing or improving your credit profile.
Upload Credit Repair DocumentsUpload estate planning documents, trust agreements, asset valuations, wills, and related financial documents to prepare estate or trust returns.
Upload Estate & Trust DocumentsShare employee timesheets, payroll registers, tax withholding forms (W-4s), and payroll provider reports for processing and compliance.
Upload Payroll DocumentsUpload any additional financial documents that don't fit the categories above—such as business licenses, financial correspondence, or scanned receipts.
Upload Miscellaneous Documents