Submit Documents Securely
Upload your tax documents securely through our encrypted portal. Fast, safe, and convenient.
Where to Send Documents
Accepted formats: PDF (preferred), JPEG, PNG
01
Gather Your Documents
Refer to our Tax Document Checklist for a complete list. Common documents include W-2s, 1099s, photo ID, and last year's tax return.
02
Scan or Photograph
Use a scanner or phone camera. Make sure all text is readable and nothing is cut off. Save as PDF, JPEG, or PNG.
03
Email to Your Preparer
Send to alex@taxprosfinancial.com or ec@taxprosfinancial.com. Include your full name in the subject line (e.g., "Tax Documents - Your Name").
04
Get Confirmation
Your preparer will confirm receipt within 1-2 business days. If you don't hear back, call (656) 207-3255.
Tips for Sending Documents
- Send everything in one email if possible
- Do NOT include SSN, ITIN, or bank numbers in the email body
- If you receive additional documents later, send a follow-up email
- Keep copies of everything you send for your records
- Send documents 1-2 days before your appointment for best results