Secure Document Upload (Overview)

You’ll use my secure portal to upload your tax documents. Everything you share is encrypted and protected. Once your documents are received, I’ll review them and follow up if anything else is needed.

What to Upload

Here are the most common documents clients provide during the upload process:

• W‑2s

• 1099‑NEC or 1099‑MISC

• 1099‑INT, 1099‑DIV, or 1099‑B

• 1099‑R for retirement income

• Mortgage interest statements (Form 1098)

• Property tax statements

• Dependent‑related documents

• Any notices received from the IRS or state.

These examples reflect the types of clients I typically assist. They are not requirements — just common scenarios that may help you identify where you fit.

Employment & Income

• W‑2 employees with one or multiple jobs

• Contractors, freelancers, and gig‑workers

• Clients with unemployment income

• Clients with retirement income

Family & Life Changes

• Parents claiming dependents

• Recently married or divorced taxpayers

• First‑time filers

• Students or recent graduates

Investments & Property

• Clients with interest or dividend income

• Clients with capital gains from selling stocks

• Homeowners claiming mortgage interest or property taxes

What Happens After You Upload

After you upload your documents, I’ll review everything for accuracy and completeness. If anything is missing, I’ll reach out. Once your return is prepared, we’ll schedule a review session before filing.