Existing clients
Send your documents securely.
Tax documents contain everything an identity thief needs. Here is how to get them to us safely — and why we will never ask you to email them.
Upload through the client portal
You do not need to create a username or password. Open the portal and choose the Guest Exchange option — your files are delivered encrypted.
Open the secure portalIf you have a scanner
Scan your documents and upload them through the portal. PDFs are preferred, but we can also accept JPEG and PNG files.
If you only have a phone
No scanner is fine — your phone's camera can capture documents as a PDF. Both major platforms have this built in:
Starting with us
Before we begin work we ask you to read and sign our engagement letter. It sets out what we will do, what we need from you, and how fees work — so there are no surprises on either side. You sign it once; it carries forward to later years unless something changes.
Client forms
The Client Data Sheet and the Client Questionnaire ask for information that should never travel through a web form or an email — Social Security numbers, dates of birth, dependent details and income figures among them. Complete them as fillable PDFs and return them through the portal, or fill them in with us at either office. Both end with a short certification for you to initial and sign.
Both open in any PDF reader and can be typed into before you save them. Fill them in, save, and upload through the portal — please do not email them back.
Filing an extension
Pay the extension fee through our payment page, then send your tax details through the portal rather than by web form. We will confirm once the extension has been filed.
Why not email?
- Email is never truly secure, even over an HTTPS connection.
- Sending an email is like mailing a postcard — every server that handles it can read the contents, attachments included.
- Even with a trusted provider on your end, you cannot know how carefully the recipient's provider handles it.
Ready to hand off the paperwork?
Call us, request an appointment, or send a message and we will get back to you.
Online booking covers Covington and remote filing. Cincinnati appointments are arranged by phone.