This page provides a simple, secure two-step process for new clients who can’t use the app. First, fill out the intake form with your basic information and consent. Then, upload your tax documents (W-2s, 1099s, IDs, etc.). Once submitted, your files are stored securely for our team to begin preparing your return. All buttons and labels are also available in Spanish. If you're a returning client, please visit this page to upload your documents.