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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

Scan all your tax documents using an at-home scanner or make scans at a store that provides such a service. You can even take photos of your documents with your phone.

Accounting Documents
Office copying machine

Step 3

Attach the files in an email and send them to Before sending, it is recommended that you send us a test email or get in contact before to make sure the address is correct.

Step 4

After we have received the email with your tax documents, we will send you a response via email confirming so. If we need any additional documents, we will let you know.

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