Secure document exchange
Client Portal
Easily send us your tax documents or download forms and organizers — all in one place. Your files are handled securely and confidentially.
Send us your documents
Use the secure link below to upload your tax documents directly to our office. Accepted formats include PDF, JPG, PNG, and Excel files.
- W-2s, 1099s, and income statements
- Prior year tax returns
- Business income and expense records
- Receipts, mileage logs, and supporting documents
- Any IRS or state notices you've received
Don't have Dropbox? No account is needed — you can upload as a guest directly from the link above.
Download forms & organizers
Find tax organizers, intake forms, and other documents we've prepared for you to complete before your appointment.
Individual Tax Organizer
Complete this before your tax appointment to help us capture every deduction.
Business Tax Organizer
For sole proprietors, LLCs, and S-Corps — income, expenses, and asset details.
New Client Intake Form
First time working with us? Fill this out so we can get your file started.
Need help with the portal?
If you have trouble uploading or downloading, or prefer to drop off documents in person, we're happy to help.
You can also mail physical documents to our Southern California office. Contact us for the mailing address.