Document Submission Form
Use this form to submit documents to your preparer. Please note that this form is a secure method of submitting documents. Should be used if you are a third-party entity, financial advisor, or your Secure Portal isn't working.
Client Name
*
First Name
Last Name
What is your email address?
*
example@example.com
Which preparer are you working with?
*
Please Select
April Gutierrez
Austin Gutierrez
Jordan Gutierrez
Gary Astorino
Gina Norman
Heather Hua
Nancy Aleshire
Melissa Sporhaski
Sherry Munn
I don't know
Please provide us with a phone number where we can reach you.
*
Please enter a valid phone number.
Format: (000) 000-0000.
Attach your files here.
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Browse Files
Drag and drop files here
Choose a file
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of
Please describe what you are uploading and provide any additional information you want your tax preparer to know.
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Please verify that you are human
*
Submit
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