Client upload
Send your documents securely.
Your tax documents contain sensitive personal information. Please send them through our encrypted client portal — never as regular email attachments.
Our secure upload portal is being set up. Until then, please call (832) 638-5790 and we’ll arrange a safe way to receive your documents.
1
Gather your documents
Use our tax prep checklist to make sure you have everything — W-2s, 1099s, statements, receipts and any IRS letters.
2
Scan or photograph clearly
PDFs are best. Phone photos are fine if every page is flat, well lit and fully readable.
3
Upload through the portal
Files travel over an encrypted connection straight to our office — no email attachments involved.
Keep your information safe
- Never email your Social Security number, bank account numbers or tax documents.
- We will never ask for your passwords or for payment by gift card.
- If you receive an unexpected message claiming to be from our office, call us at (832) 638-5790 to confirm.