SECURE DOCUMENT PORTAL
The most secure and efficient way to send your tax documents!
Upload the following items:
1) All current year tax documents
2) Updated Tax Organizer
3) Copy of prior year tax return
(new clients only)
If you are a new client, request portal access by sending an email to the accountant you are working with.
OTHER DOCUMENT SHARING OPTIONS
Fax documents to:
Mail or deliver documents to:
6417 Fauntleroy Way SW, Suite F
Seattle, WA 98136
A drop box located in the building lobby is available M-F from 9am-5pm