Ready to maximize your refund?
Join thousands of satisfied clients who trust us with their taxes. Get started today and receive your advance as soon as tomorrow.
š Secure & Confidential | ā 4.9/5 Rating | ā IRS Certified
Ready to maximize your refund?
Step 1
Connect & Collect
Once you reach out, we'll send you a custom checklist and a secure private portal link. Just click to enter our SecureFileProā¢ portalāno complex account setup required to get started.
Step 2
Snap & Upload
Take pictures of your ID, W-2s, and 1099s right from your phone. Our portal acts as a digital organizer, keeping your sensitive documents encrypted and organized in one place.
Step 3
Review, Talk, & File
Our Lead Preparer drafts your return and schedules a quick 10-minute call to discuss tax planning and maximize your refund. Once you approve and e-sign, we file!
Document Upload Checklist
To make your "Snap & Upload" process as smooth as possible, simply take photos of these items and upload them to your SecureFileProā¢ portal.
1. Identification & Basics
Government-Issued ID
A clear photo of your Driver's License or Passport (and your spouse's, if filing jointly).
Social Security Cards
For you, your spouse, and all dependents.
Direct Deposit Info
A voided check or a screenshot of your routing and account numbers for your refund.
2. Income Documents
W-2s
From all employers worked for during the year.
1099-NEC/MISC
For any freelance, gig work, or independent contracting.
1099-R
For any retirement, pension, or IRA distributions.
1099-INT/DIV
For interest earned from banks or dividends from investments.
1099-B
For any stock or cryptocurrency sales.
3. Adjustments & Credits
Form 1098-T
For college tuition and student loan interest payments.
Childcare Records
Statements showing the amount paid and the provider's Tax ID/SSN.
Form 1098
For mortgage interest and property taxes paid.
4. Business & Rental Owners (Schedule C/E)
Income Records
Total gross receipts or sales for the year.
Expense Summary
Total amounts for supplies, advertising, insurance, and equipment.
Vehicle Records
Total miles driven for business and the make/model of the vehicle.
Home Office
Square footage of your home vs. the square footage of your dedicated office space.
Ready to upload your documents?
