Below is a check list of the different tax forms that are reported to the IRS and shared with state agencies.
It’s VERY IMPORTANT you send us all forms you received. CarefulIy review if any are missing.
If so, you may want to request copies, or order IRS transcripts.
Please don’t send us all your receipts. Instead, enter your totals in the worksheets (see step 2).
Scan & Upload
to Our Secure Server
(Secure Transfer provided by Dropbox)
Don’t have a scanner? most Staples have a self-serve scan center for 50 cents a page.
Only have a couple of documents?, W-2, etc. just take a snap shot with your phone & upload to us.
(Secured by SFax)
Please call 951-708-1120 for fax number