The most secure and efficient way to send your tax documents!
Each year please 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, please request portal access by emailing email@example.com.
OTHER DOCUMENT SHARING OPTIONS
Fax documents to:
Mail or deliver documents to:
6417 Fauntleroy Way SW, Suite F
Seattle, WA 98136
(A drop box in the lobby is available M-F from 9am to 5pm)