Tax season, simplified.

Whether it's your personal income or your business's complex financials, our experts handle it all. We specialize in individual and business returns, ensuring every detail is meticulously managed. We do all the work for you, transforming what can be a stressful process into an easy and seamless experience.

Signed Sealed Delivered Tax Services

Secure Tax Document Upload FAQ

 

Before You Upload

Please gather all documents related to your income, deductions, and dependents before starting the upload process. Having everything ready helps avoid delays in preparing your return.

 

Common documents include

  • W-2 forms from all employers
  • 1099 forms for contract work, gig income, or other income
  • 1099-INT, 1099-DIV, or brokerage statements
  • 1099-R for retirement distributions
  • Mortgage interest statements (Form 1098)
  • Childcare provider information and expenses
  • Health insurance forms such as 1095-A, 1095-B, or 1095-C
  • Prior year tax return if you are a new client
  • Photo ID for identity verification
  • Social Security cards for you and your dependents (if not previously provided)

If you are unsure whether a document is needed, upload it anyway. It is better to include too much than to leave something out.

 

How the Upload Process Works

Step 1

Complete the client intake form so we have your current contact information and filing details.

 

Step 2

Upload clear photos or scanned copies of your tax documents. Make sure all pages are visible and readable.

 

Step 3

Submit your documents through the secure portal.

 

Step 4

Our office will review your documents and contact you if anything additional is needed.

 

Step 5

Once your return is prepared, you will receive a secure link to review and electronically sign your tax documents.

 


Tips for Faster Processing

  • Upload all documents at the same time when possible
  • Ensure photos are clear and not cut off
  • Include documents for all income sources
  • Double check Social Security numbers and names

Incomplete submissions may delay preparation.

Need Help?

If you are unsure about what documents to upload or have questions about your return, contact us before submitting your files.

 

Security and Privacy

Your information is handled through a secure encrypted system. Signed Sealed Delivered Tax Services takes privacy seriously and your documents are only used for the purpose of preparing your tax return.

 

 

Signed Sealed Delivered Tax Services

Professional Tax Preparation with Accuracy and Care