Upload Your Tax Documents

We will review the information you have provided.

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

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.

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

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