You can Upload, Mail, or Fax us your Tax Documents
Please don’t send us
If required, we will ask for your receipt totals when completing your tax returns.
Scan & Upload
to Our Secure Server
Click Here to Upload
(Secure Transfer provided by Dropbox)
Don’t have a scanner? most Staples have a self-serve scan center for around 50 cents a page.
Only have a couple of documents?, W-2, etc. just take a snap shot with your phone & upload to us.
Send a snapshot from your phone’s camera
(Secured by SFax)
Please email: Chase1040@gmail.com to request fax number
Text 951-708-1120 or email: Chase1040@gmail.com to request a prepaid shipping label
QuickBooks Desktop Reports Needed
(For business clients who use QuickBooks Desktop)
On to Step 3 Complete our Tax Questionnaire