Confidently send your documents through our encrypted system. Documents in PDF / TIFF/ EXCEL / WORD / JPEG formats accepted.

(Tip: If you type the security code incorrectly, try again after you make sure your documents are reattached.)

Here is a general list of documents that may be needed:

• New Clients Only: Prior year (or 2 years) income tax return(s)
• All year end statements (W2s, 1099s, Brokerage Statements)
• Deduction Items:
  • Property Tax Receipts
  • Mortgage Interest Statement(s)
  • Charitable Contribution Receipts or Info
  • Medical Insurance Expenses (if significant and uninsured or unreimbursed)
• HUD-1 forms if you bought and/or sold your residence, or sold other real estate
• Any additional information you think is relevant