Your Documents

Welcome to your document portal! Here you can...

  • Upload your tax documents to our team!
  •  View your Current and Previous years Tax Returns
  • Upload your Bookkeeping Documents
  • View Your Accounting Reports

*note:

If you want to e-file your taxes please upload your files here; a member of our team will contact you and start on your tax file within 1 business day.

Please go to "EDIT PROFILE" to ensure your 2 Valid ID's and phone number is listed. Your tax return will not be filed until this is completed. See the list of ACCEPTABLE ID'S

*Payments* - Once you upload your documents you have 3 payment options

  • Pay Upfront
  • Pay After Your Tax File is Completed by Our Staff and when you electronically sign 
  • Pay out of your Tax Refund 

Tax Prices