We love forms, files, and data. However, we know many clients feel quite the opposite. When it comes to sending and receiving files, email is often not the best way to do that. Whether you have security concerns, too many files to send or files that are too large, you can send them to us through a portal or
We utilize TaxCaddy to deliver a complete electronic tax preparation experience for Individual clients. If you are an Individual Client and don't have a TaxCaddy account but want to opt-in to our electronic tax experience, please contact the office or email firstname.lastname@example.org
Please note, this process is not available for business clients, however, if you own a business you can elect to use TaxCaddy for your personal return.
You may also have seen SafeSend Returns or received your tax returns using this delivery method. It is a convienient and secure method to receive, review, electronically sign, and even pay your taxes.
Please click this link for a quick reference guide on how to use Safe Send Returns if you have questions.