HOW TO SEND US YOUR DOCUMENTS

THE FOLLOWING GUIDELINES ARE CRITICAL

We accept documents by 1) "hard copy" to our NY office, or 2) electronically, uploaded to our Client Portal. We respectfully ask that you read our "BEST PRACTICES" carefully. 

• PORTAL: Use our secure Portal instead of unsecure email. Your Portal includes a separate folder for each Tax Year.  Please upload to the appropriate folder. 

• FILE TYPE: Please use PDF's and avoid Images files or photos. Images are often illegible, cropped, and difficult to manage. Many apps, including our Portal's Mobile app, permit you to create PDF files from your Mobile device's camera.

• FILE NAME: Please name or rename PDF's so we can identify the content from the file name. (examples: Schwab 1099, Citibank 1098-INT, and Acme W2)

• "DONE UPLOADING" CHECKBOX: You can upload documents on an ad hoc basis - effectively using the Portal to store and organize your documents. You will have the option, with each upload, to click a "Done Uploading " check box. Do not check this box with each upload, but be sure to same when you are done uploading - and want us to start the review process. We will not start reviewing the documents until this indicator is checked. Please do not check this indicator for individual uploads unless the uploaded document requires prompt attention.

• Please do not arrange for third parties to email us your tax documents. There will always be exceptions, but we prefer not to receive tax documents directly from your financial brokerage firms and third party CPA's.  These documents are difficult to associate with the proper tax file, and always require us to overcome time consuming and burdensome security protocols. Please have the documents sent to you, downloaded, and then forwarded to us via our Portal.