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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.
Step 3
Attach the files in an email and send them to andrew.terbyandassociates@gmail.com. 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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