Timely Information

  • 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 6pm Monday thru Friday, messages are generally responded to within a couple of business days.
  • Phone and video appointments are scheduled on a first come first serve basis after all of your documentation has been submitted.
  • Web organizers are available after the Service Agreement has been signed. (By both taxpayers if filing jointly)
  • Paper Service Agreements and Organizers were mailed before New Year's!
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 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 our 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.