Secure Document Upload
Upload your tax documents securely. All files are encrypted and transmitted through our secure portal for your protection.
Upload Your Documents
Document Upload Portal
Click here to access our secure TaxDome portal where you can upload your tax documents safely and securely.
New Client?
If you're not yet a client, please schedule a consultation first. We'll set up your secure account and provide upload instructions.
Schedule Consultation →Document Checklist
Not sure what to upload? Here's a helpful checklist of common documents we need for tax preparation.
1Income Documents
- W-2 Forms
- 1099 Forms (all types)
- K-1 Forms
- Social Security Statements
- Pension/Retirement Distributions
2Deduction Documents
- Mortgage Interest (Form 1098)
- Property Tax Statements
- Charitable Donation Receipts
- Medical Expense Records
- Student Loan Interest (Form 1098-E)
3Business Documents
- Profit & Loss Statements
- Business Expense Receipts
- Mileage Logs
- Home Office Measurements
- Quarterly Payment Records
4Other Documents
- Previous Year Tax Return
- IRS Correspondence
- Identity Documents
- Direct Deposit Information
- Health Insurance Forms (1095)
How We Protect Your Documents
Encrypted Transfer
All uploads use 256-bit SSL encryption, the same security used by major banks.
Secure Storage
Documents are stored on encrypted servers with restricted access controls.
Automatic Deletion
Documents are securely deleted after processing per IRS record retention guidelines.
Need Help?
Having trouble uploading? Contact us and we'll help you get your documents submitted.