Hello, Guest! Please select the types of documents you need to upload, then drop the files into the labeled upload boxes that will appear at the bottom. BE SURE TO HIT SUBMIT AFTER YOU'RE FINISHED!First Name(Required) Last Name(Required) Email Address(Required) HiddenProspect Email Guest, Are you uploading any tax documents?(Required) Yes No What year are the tax documents for?(Required)If multiple, please submit one year at a time.Please select a document year20102011201220132014201520162017201820192020202120222023202420252026Please only upload files on this submission for "2020" to help us keep files organizedIf you have documents for multiple years, please submit each year through a separate submission.Please only upload files on this submission for "2021" to help us keep files organizedIf you have documents for multiple years, please submit each year through a separate submission.Please only upload files on this submission for "2022" to help us keep files organizedIf you have documents for multiple years, please submit each year through a separate submission.Please only upload files on this submission for "2023" to help us keep files organizedIf you have documents for multiple years, please submit each year through a separate submission.Please only upload files on this submission for "2024" to help us keep files organizedIf you have documents for multiple years, please submit each year through a separate submission.Please only upload files on this submission for "2025" to help us keep files organizedIf you have documents for multiple years, please submit each year through a separate submission.Please only upload files on this submission for "2026" to help us keep files organizedIf you have documents for multiple years, please submit each year through a separate submission.Please select the tax documents you'd like to upload W-2s W-2G 1095-A 1099-INT 1099-DIV 1099-COMP 1099-G 1099-MISC 1099-NEC 1099-R SSA-1099G 1099-SA 1099-S 1099-Q 1098 1098-E 1098-T 5498-SA Grantor Tax Information Letter Schedule K-1 Previous Year Tax Return Other Guest, Are you uploading any business document(s)?(Required) Yes No How many businesses are you uploading documents for?(Required)Includes: Employer Identification Number Letter, Business Operating Agreement, Business Bylaws, Prior Year Tax Return, Business Expenses, Business Financial Statements, Business Income Statement, Business Balance Sheet, Detailed Depreciation Schedule, Purchase/Sale Agreement, etc.123456Name of Business 1(Required) Name of Business 2(Required) Name of Business 3(Required) Name of Business 4(Required) Name of Business 5(Required) Name of Business 6(Required) Please select the business documents you'd like to upload(Required) IRS EIN Letter Business Operating Agreement Business Bylaws Prior Year Tax Return Business Expenses Business Financial Statements Business Income Statements Business Balance Sheet Detailed Depreciation Schedule Purchase/Sale Agreement State Registration Document Other Guest, Are you uploading any legal document(s)?(Required) Yes No Marital Status(Required)Please select Single or MarriedSingleMarriedSpouse Legal First and Last Name(Required) Please select the legal documents you'd like to upload(Required) Last Will & Testament Revocable Living Trust Power of Attorney Health Care Directive Charitable Trust Life Insurance Trust Asset Protection Trust Legal Intake Questionnaire Crummey Letter Death Certificate Certificate of Trust Estate IRS EIN Letter Letters of Administration/Executorship Court Document Trust Amendment Other Primary First Name's W-2s Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1095-A Drop files here or Select files Max. file size: 256 MB. Primary First Name's W-2G Drop files here or Select files Max. file size: 256 MB. Spouse's W-2s Drop files here or Select files Max. file size: 256 MB. Spouse's 1095-A Drop files here or Select files Max. file size: 256 MB. Spouse's W-2G Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1099-INT Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1099-DIV Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1099-COMP Drop files here or Select files Max. file size: 256 MB. Spouse's 1099-INT Drop files here or Select files Max. file size: 256 MB. Spouse's 1099-DIV Drop files here or Select files Max. file size: 256 MB. Spouse's 1099-COMP Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1099-MISC Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1099-NEC Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1099-G Drop files here or Select files Max. file size: 256 MB. Spouse's 1099-MISC Drop files here or Select files Max. file size: 256 MB. Spouse's 1099-NEC Drop files here or Select files Max. file size: 256 MB. Spouse's 1099-G Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1099-R Drop files here or Select files Max. file size: 256 MB. Primary First Name's SSA-1099 Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1099-SA Drop files here or Select files Max. file size: 256 MB. Spouse's 1099-R Drop files here or Select files Max. file size: 256 MB. Spouse's SSA-1099 Drop files here or Select files Max. file size: 256 MB. Spouse's 1099-SA Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1099-S Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1099-Q Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1098 Drop files here or Select files Max. file size: 256 MB. Spouse's 1099-S Drop files here or Select files Max. file size: 256 MB. Spouse's 1099-Q Drop files here or Select files Max. file size: 256 MB. Spouse's 1098 Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1098-E Drop files here or Select files Max. file size: 256 MB. Primary First Name's 1098-T Drop files here or Select files Max. file size: 256 MB. Primary First Name's 5498-SA Drop files here or Select files Max. file size: 256 MB. Primary First Name's Previous Year Tax Return Drop files here or Select files Max. file size: 256 MB. Spouse's 1098-E Drop files here or Select files Max. file size: 256 MB. Spouse's 1098-T Drop files here or Select files Max. file size: 256 MB. Spouse's 5498-SA Drop files here or Select files Max. file size: 256 MB. Primary First Name's Other file type Primary First Name's Other file Drop files here or Select files Max. file size: 256 MB. Primary First Name's Grantor Tax Information Letter Drop files here or Select files Max. file size: 256 MB. Spouse's Other file type Spouse's Other file Drop files here or Select files Max. file size: 256 MB. Spouse's Grantor Tax Information Letter Drop files here or Select files Max. file size: 256 MB. Primary First Name's Schedule K-1 Drop files here or Select files Max. file size: 256 MB. Spouse's Schedule K-1 Drop files here or Select files Max. file size: 256 MB. Primary First Name's Last Will & Testament Drop files here or Select files Max. file size: 256 MB. Spouse's Last Will & Testament Drop files here or Select files Max. file size: 256 MB. Primary First Name's Revocable Living Trust Drop files here or Select files Max. file size: 256 MB. Spouse's Revocable Living Trust Drop files here or Select files Max. file size: 256 MB. Primary First Name's Health Care Directive Drop files here or Select files Max. file size: 256 MB. Spouse's Health Care Directive Drop files here or Select files Max. file size: 256 MB. Primary First Name's Charitable Trust Drop files here or Select files Max. file size: 256 MB. Spouse's Charitable Trust Drop files here or Select files Max. file size: 256 MB. Primary First Name's Power of Attorney Drop files here or Select files Max. file size: 256 MB. Spouse's Power of Attorney Drop files here or Select files Max. file size: 256 MB. Primary First Name's Legal Intake Questionnaire Drop files here or Select files Max. file size: 256 MB. Spouse's Legal Intake Questionnaire Drop files here or Select files Max. file size: 256 MB. Primary First Name's Crummey Letter Drop files here or Select files Max. file size: 256 MB. Spouse's Crummey Letter Drop files here or Select files Max. file size: 256 MB. Primary First Name's Life Insurance Trust Drop files here or Select files Max. file size: 256 MB. Spouse's Life Insurance Trust Drop files here or Select files Max. file size: 256 MB. Primary First Name's Asset Protection Trust Drop files here or Select files Max. file size: 256 MB. Spouse's Asset Protection Trust Drop files here or Select files Max. file size: 256 MB. Primary First Name's Death Certificate Drop files here or Select files Max. file size: 256 MB. Spouse's Death Certificate Drop files here or Select files Max. file size: 256 MB. Primary First Name's Certificate of Trust Drop files here or Select files Max. file size: 256 MB. Spouse's Certificate of Trust Drop files here or Select files Max. file size: 256 MB. Primary First Name's Estate IRS EIN Letter Drop files here or Select files Max. file size: 256 MB. Spouse's Estate IRS EIN Letter Drop files here or Select files Max. file size: 256 MB. Primary First Name's Letters of Administration Drop files here or Select files Max. file size: 256 MB. Spouse's Letters of Administration Drop files here or Select files Max. file size: 256 MB. Primary First Name's Court Document Drop files here or Select files Max. file size: 256 MB. Spouse's Court Document Drop files here or Select files Max. file size: 256 MB. Primary First Name's Trust Amendment Drop files here or Select files Max. file size: 256 MB. Spouse's Trust Amendment Drop files here or Select files Max. file size: 256 MB. Primary First Name's Other "Legal Doc" type or name Primary First Name's Other Legal file Drop files here or Select files Max. file size: 256 MB. Spouse's Other "Legal Doc" type or name Spouse's Other Legal file Drop files here or Select files Max. file size: 256 MB. Business 1 EIN Letter Drop files here or Select files Max. file size: 256 MB. Business 2 EIN Letter Drop files here or Select files Max. file size: 256 MB. Business 3 EIN Letter Drop files here or Select files Max. file size: 256 MB. Business 4 EIN Letter Drop files here or Select files Max. file size: 256 MB. Business 5 EIN Letter Drop files here or Select files Max. file size: 256 MB. Business 6 EIN Letter Drop files here or Select files Max. file size: 256 MB. Business 1 Operating Agreement Drop files here or Select files Max. file size: 256 MB. Business 2 Operating Agreement Drop files here or Select files Max. file size: 256 MB. Business 3 Operating Agreement Drop files here or Select files Max. file size: 256 MB. Business 4 Operating Agreement Drop files here or Select files Max. file size: 256 MB. Business 5 Operating Agreement Drop files here or Select files Max. file size: 256 MB. Business 6 Operating Agreement Drop files here or Select files Max. file size: 256 MB. Business 1 Bylaws Drop files here or Select files Max. file size: 256 MB. Business 2 Bylaws Drop files here or Select files Max. file size: 256 MB. Business 3 Bylaws Drop files here or Select files Max. file size: 256 MB. Business 4 Bylaws Drop files here or Select files Max. file size: 256 MB. Business 5 Bylaws Drop files here or Select files Max. file size: 256 MB. Business 6 Bylaws Drop files here or Select files Max. file size: 256 MB. Business 1 Previous Year Tax Return Drop files here or Select files Max. file size: 256 MB. Business 2 Previous Year Tax Return Drop files here or Select files Max. file size: 256 MB. Business 3 Previous Year Tax Return Drop files here or Select files Max. file size: 256 MB. Business 4 Previous Year Tax Return Drop files here or Select files Max. file size: 256 MB. Business 5 Previous Year Tax Return Drop files here or Select files Max. file size: 256 MB. Business 6 Previous Year Tax Return Drop files here or Select files Max. file size: 256 MB. Business 1 Business Expenses Drop files here or Select files Max. file size: 256 MB. Business 2 Business Expenses Drop files here or Select files Max. file size: 256 MB. Business 3 Business Expenses Drop files here or Select files Max. file size: 256 MB. Business 4 Business Expenses Drop files here or Select files Max. file size: 256 MB. Business 5 Business Expenses Drop files here or Select files Max. file size: 256 MB. Business 6 Business Expenses Drop files here or Select files Max. file size: 256 MB. Business 1 Financial Statements Drop files here or Select files Max. file size: 256 MB. Business 2 Financial Statements Drop files here or Select files Max. file size: 256 MB. Business 3 Financial Statements Drop files here or Select files Max. file size: 256 MB. Business 4 Financial Statements Drop files here or Select files Max. file size: 256 MB. Business 5 Financial Statements Drop files here or Select files Max. file size: 256 MB. Business 6 Financial Statements Drop files here or Select files Max. file size: 256 MB. Business 1 Income Statements Drop files here or Select files Max. file size: 256 MB. Business 2 Income Statements Drop files here or Select files Max. file size: 256 MB. Business 3 Income Statements Drop files here or Select files Max. file size: 256 MB. Business 4 Income Statements Drop files here or Select files Max. file size: 256 MB. Business 5 Income Statements Drop files here or Select files Max. file size: 256 MB. Business 6 Income Statements Drop files here or Select files Max. file size: 256 MB. Business 1 Balance Sheet Drop files here or Select files Max. file size: 256 MB. Business 2 Balance Sheet Drop files here or Select files Max. file size: 256 MB. Business 3 Balance Sheet Drop files here or Select files Max. file size: 256 MB. Business 4 Balance Sheet Drop files here or Select files Max. file size: 256 MB. Business 5 Balance Sheet Drop files here or Select files Max. file size: 256 MB. Business 6 Balance Sheet Drop files here or Select files Max. file size: 256 MB. Business 1 Detailed Depreciation Schedule Drop files here or Select files Max. file size: 256 MB. Business 2 Detailed Depreciation Schedule Drop files here or Select files Max. file size: 256 MB. Business 3 Detailed Depreciation Schedule Drop files here or Select files Max. file size: 256 MB. Business 4 Detailed Depreciation Schedule Drop files here or Select files Max. file size: 256 MB. Business 5 Detailed Depreciation Schedule Drop files here or Select files Max. file size: 256 MB. Business 6 Detailed Depreciation Schedule Drop files here or Select files Max. file size: 256 MB. Business 1 Purchase/Sale Agreement Drop files here or Select files Max. file size: 256 MB. Business 2 Purchase/Sale Agreement Drop files here or Select files Max. file size: 256 MB. Business 3 Purchase/Sale Agreement Drop files here or Select files Max. file size: 256 MB. Business 4 Purchase/Sale Agreement Drop files here or Select files Max. file size: 256 MB. Business 5 Purchase/Sale Agreement Drop files here or Select files Max. file size: 256 MB. Business 6 Purchase/Sale Agreement Drop files here or Select files Max. file size: 256 MB. Business 1 State Registration Document Drop files here or Select files Max. file size: 256 MB. Business 2 State Registration Document Drop files here or Select files Max. file size: 256 MB. Business 3 State Registration Document Drop files here or Select files Max. file size: 256 MB. Business 4 State Registration Document Drop files here or Select files Max. file size: 256 MB. Business 5 State Registration Document Drop files here or Select files Max. file size: 256 MB. Business 6 State Registration Document Drop files here or Select files Max. file size: 256 MB. Business 1 Other Document Name Business 1 "other" file upload Drop files here or Select files Max. file size: 256 MB. Business 2 Other Document Name Business 2 "other" file upload Drop files here or Select files Max. file size: 256 MB. Business 3 Other Document Name Business 3 "other" file upload Drop files here or Select files Max. file size: 256 MB. Business 4 Other Document Name Business 4 "other" file upload Drop files here or Select files Max. file size: 256 MB. Business 5 Other Document Name Business 5 "other" file upload Drop files here or Select files Max. file size: 256 MB. Business 6 Other Document Name Business 6 "other" file upload Drop files here or Select files Max. file size: 256 MB. 7071
