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Save a trip to our office and securely upload electronic copies of your tax documents to your secure client portal. Scan & upload PDF copies or download the app and take photos with your smartphone. Send us an email after you upload all of your documents and we will get started on preparing your return! Our remote preparation services are accessible to both new & returning clients.

Our Tax Document Checklist will guide you through the process of collecting the required files and documentation needed for this year's tax preparation.


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