Securely upload files and access deliverables.

Access the tax questionnaire and securely upload tax documents.

​Please use this calendar to schedule the preparation of your 2024 tax return. Select a date by which you will have received all your 2024 tax source documents. If all of your tax information is not available at the time of your scheduled preparation, your return preparation will be rescheduled for a later date or if no date is available, an extension will be filed.

Answers to frequently asked questions.