secure file upload

Upload docs straight to our office with the secure file-sharing platform, Sharefile.

Missing your engagement letter? Click here to download a new one.

Use our secure credit card authorization form to submit a payment from an invoice, retainer, or other advanced deposit.

Satisfaction survey

Thank you for your continued support as a loyal client. To ensure we are providing you with the best service possible, we welcome you to fill out the following client survey. Please take a couple of minutes to provide input on your experience with our firm - as briefly or detailed as you prefer.

The results of this survey will help us improve our service and value to you as a business partner.

 
 

FAQ’S AND TECH SUPPORT

 

VIDEO TUTORIALS

HOW TO VIEW, DOWNLOAD, AND SIGN YOUR TAX RETURN WITH SAFESEND RETURNS

Tip: the identity verification questions that SafeSend asks are knowledge-based questions pulled from government and credit sources. You may be asked things like where you lived in a given year, or when you bought your car or home. If you don’t remember the answers to the questions, or answer incorrectly, you won’t be able to electronically sign your e-file authorization form(s). You can instead print, sign, and return your forms to us.

 
 

TAXPAYER K-1 DISTRIBUTION WITH SAFESEND RETURNS