top of page

Step 1

Gather all your relevant tax documents for this tax year. These include W-2s, 1099s, etc. Please visit our checklist page for what to gather.

Step 2

Make sure your documents are properly sealed in a sturdy envelope or package so that we are easily able to identify it from the rest. You may make copies of them instead of giving us the originals.

Accounting Documents

Step 3

Get in contact with us and mention using the courier service. We will send out someone to your residence to pick up your documents directly from you.

Step 4

We will contact you once your documents have safely made the trip back to our office.

Woman on Computer
bottom of page