Document Import
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.
Before You Begin
How your submission works
If you have documents for multiple years, please submit each year through a separate submission.
BE SURE TO HIT SUBMIT AFTER YOU'RE FINISHED!
Document Submission (Prospect Version)
Preview of our secure intake — online submission is launching soon.
First Name *
Last Name *
Email Address *
Guest, Are you uploading any tax documents? *
Yes
No
What year are the tax documents for? *If multiple, please submit one year at a time.Options: 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026
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)? *
Yes
No
How many businesses are you uploading documents for? *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.Options: 1, 2, 3, 4, 5, 6
Name of Business 1 *
Name of Business 2 *
Name of Business 3 *
Name of Business 4 *
Name of Business 5 *
Name of Business 6 *
Please select the business documents you'd like to upload *
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)? *
Yes
No
Marital Status *Options: Single, Married
Spouse Legal First and Last Name *
Please select the legal documents you'd like to upload *
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
Submit Your DocumentsSOON
Online submission is launching soon — reach us directly in the meantime.
Get StartedPrefer to talk first? Call 762-847-0126.
