During your client onboarding you should have received a list of documentation that we need in order to properly asses your file.

*Please scan or take clear, cropped photos using “your” mobile device of your personal files.

Once your documents are successfully captured, please upload those documents to your personal client folder. This folder can be accessed by using the link sent in your onboarding email.

*Please don’t share this link or credentials with anyone as it will hold all of your personal documentation and final return.

Once your files are uploaded to your personal and secure client vault, we will then work our magic. This process is different for each client, but rest assured we will work diligently to complete and or process your filings or books.

*It’s important that in order for us to properly assess your file that you respond to any questions promptly to avoid a delay.