Secure Upload Form
In order to guarantee a timely filing of your taxes, we will need your relevant documentation at least seven (7) days in advance of your scheduled appointment time. We have a personalized secure portal through SmartVault where you will need to upload your documentation.
Click here to upload your documents
If you have not been invited or don’t have a SmartVault profile, please call our office at 818-242-4888.
Please include any of the following documentation that pertains to you in your upload:
- Personal Information:
- Full Name, Spouse, dependents
- Birthdays – Month/Day/Year
- Social security numbers for all dependents
- Last year’s tax return (for new clients)
- Income Sources:
- W-2 forms for wages
- 1099 forms for interest, dividends, retirement, social security, unemployment, & other income
- Year-end statements from mutual funds
- K-1 forms from partnerships, corporations, & estates
- Rental or self-employment income and expense
- Purchase and sale information for anything sold during the year
- All other statements of income
- IRA year end statements
- 1098 forms for mortgage or student loan interest
- Expense Sources:
- Medical expenses
- Records of estimated taxes paid
- Property tax statements
- Donations of money to charity
- Donations of property to charity
- Volunteer expenses and mileage
- Amounts paid for higher education
- Job related expenses
- Investment related expenses
- Childcare provider’s name, address, social security or EIN number, and amount paid
Personal Information
- Full Name, Spouse, dependents
- Birthdays – Month/Day/Year
- Social security numbers for all dependents
- Last year’s tax return (for new clients)
Income Sources
- W-2 forms for wages
- 1099 forms for interest, dividends, retirement, social security, unemployment, & other income
- Year-end statements from mutual funds
- K-1 forms from partnerships, corporations, & estates
- Rental or self-employment income and expense
- Purchase and sale information for anything sold during the year
- All other statements of income
- IRA year end statements
- 1098 forms for mortgage or student loan interest
Expense Sources
- Medical expenses
- Records of estimated taxes paid
- Property tax statements
- Donations of money to charity
- Donations of property to charity
- Volunteer expenses and mileage
- Amounts paid for higher education
- Job related expenses
- Investment related expenses
- Childcare provider’s name, address, social security or EIN number, and amount paid
Have tax questions? Ask Us.
The first step to hassle-free accounting, tax returns, and tax planning starts by reaching out to one of our representatives.