Timely Information

  • If our office filed an extension for you and we have all of your documents, we will begin completing those returns in the order they were received.
  • If you have not submitted your documents, please refer to the submission deadlines that were sent to you when we filed your extension.
  • Done Uploading Button - This tells our office that you have provided all documentation and information necessary to complete your tax service.
  • Office Hours are 9am to 4pm Monday thru Thursday, messages are generally responded to within a couple of business days.
Our client portal is the most secure way to share files, send messages, sign your return, pay your invoice, and more.

Document Best Practices: For your security, please DO NOT email documents or use file-sharing services like Google Docs or Dropbox.

Preferred File Types for Upload: PDF

  • PDFs may contain several documents.
  • JPG files are okay as long as they are legible and the total number of JPGs uploaded is under 25.
  • If you don't have a scanner, you can download the TaxDome phone app and utilize it to create PDFs. 

  • We are unable to open or convert Apple or Heic files.

Common Document Issues:

  • Be sure to upload brokerage statements or any other tax documents in their entirety, remember that some documents are double sided.
  • Provide password information for all locked or protected documents.

  • We will not commence tax preparation services until you have confirmed that all known documents are present.

Bookkeeping:

  • If you utilize Quickbooks, please invite your accountant to your Online books or upload a backup copy of your Desktop records. Be sure to share the Admin password for your accountant to open backup files.

  • Providing numerous receipts and/or bank statements for our office to determine expense totals is considered bookkeeping and will be billed at an hourly rate of $200 per hour.  It may also delay the preparation of your tax return. If you would like to keep your invoice charges to a minimum, we have web organizers available to input your summarized income and expense totals.
  • Spreadsheets - please utilize our self-employed and rental web organziers.