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Getting your documents to us
For preparation without a meeting, submit your documents through our secure document portal. Confirming your place holds your spot; it does not set a date or time. We may prepare returns in a different order than requests arrive. We will contact you if we need anything, and when your return is ready.
For a phone or Zoom appointment, submit the requested documents at least 48 hours before the meeting so we have time to review them.
Tax document checklist · Using the secure document portal · How tax preparation works