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Filling Out and Uploading Worksheets and Documents

Note: You will need to have Adobe Reader on your computer in order to download the worksheets below. If you need to download Adobe Reader, Click Here.

  1. Download these to your computer…
  2. Download Worksheets specific to you:
  3. Open the “All Client Packet” and your specific worksheets. Fill out each fillable form and “Save As” your work. This will allow changes if you need to!
  4. Upload your finished work to your personal Client Portal:
    • To upload your documents, click on the button below.

      Once at the Client Portal page, you will need to create a password. Click on “Forgot your password?” and enter the email address where we sent this message to you.

      You will now receive a “password reset” email at the email address you entered. Click on the reset link in that email. Enter a password for your account. Enter a security answer. You can now log into your secure portal, where you can upload your files, send us messages and view our responses and the files we send to you!

    • Client Portal
  5. Scan all of your other tax documents (W2s, 1099s, Property Tax forms, etc.) into one PDF file (no pictures, please — they do not upload well!) and upload:
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