How to Provide Tax Documents

    Choose 1 of the 5 options to provide your data to us.
  1. Use our secure portal to upload your tax documents. 
    We highly recommend this safe and secure option. Documents are stored on the portal for 7 years.
    Current clients have 24/7 access to their portal.    
     2.  Fax your documents to ​502-515-2457
     3.  Do NOT email tax documents, email is not secure!
     4.  Mail your documents to:         
                  PO Box 50931 Myrtle Beach, SC 29579
​     5.  Drop them off at our office during normal business hours.

Document Checklist

The checklist below will help you find the documents and forms you'll need to get started.

​
The file will open in a new tab or placed in your "Downloads" folder.
We will contact you after we receive your documents.