You can Upload, Mail, or Fax us your Tax Documents
Please don’t send us
Your receipts.
If required, we will ask for your receipt totals when completing your tax returns.
Scan & Upload
to Our Secure Server
Click Here to Upload
(Secure Transfer provided by Dropbox)
Don’t have a scanner? most Staples have a self-serve scan center for around 50 cents a page.
Only have a couple of documents?, W-2, etc. just take a snap shot with your phone & upload to us.
Send a snapshot from your phone’s camera
Fax
(Secured by SFax)
Please email: Chase1040@gmail.com to request fax number
Mailing Address
Text 951-708-1120 or email: Chase1040@gmail.com to request a prepaid shipping label
QuickBooks Desktop Reports Needed
(For business clients who use QuickBooks Desktop)
On to Step 3 Complete our Tax Questionnaire
