Upload Your Tax Documents

We will review the information you have provided.

Please follow the next steps to get your tax return completed.

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We Need Your Tax Documents!

Securely upload PDF files to the Client Portal

Upload your docs!

TAX PREPATATION DCOUMENT CHECKLIST

Please provide the following documentation

  • All Forms W-2 (wages)

  • 1099-INT (interest)

  • 1099-DIV (dividends)

  • 1099-B (proceeds from broker or barter transactions)

  • 1099-R (pensions and IRA distributions)

  • Schedules K-1 from partnerships, S corporations, estates and trusts, and other income reporting statements, including all copies provided by the payer.

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Other Tax Source Documents

  • If you are a new client, provide copies of last year’s tax returns

  • Copy of the closing statement if you bought or sold real estate

  • Mileage figures for any automobile expenses claimed, including total mileage, commuting mileage, and business mileage

  • Detail of estimated tax payments made if any (IRS Form 1040ES)

  • Income and deductions categorized on a separate sheet for business or rental activities

  • List of itemized deductions categorized on a separate sheet for medical, taxes, interest, charitable, and miscellaneous deductions

  • Copy of all acknowledgment letters received from charitable organizations for contributions made during the taxable year

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All Documents can be submitted by one of the following methods:

  1. Upload to the client portal: Click Here

  2. Fax to (714) 644-8444

  3. Mail: 1475 S State College Blvd #112, Anaheim, CA 92806

Please notify us when you have uploaded all of your documents.

Call (714) 790-6441