Upload Your Documents Securely

Please submit your tax documentation via this secure form. If you have more than one file to submit, please compress them into a .zip file prior to uploading.


Due to the increase of COVID-19 cases in Philadelphia we will be preparing tax returns virtually this season. What does this mean? All appointments (as well as receiving and sending documents) will be handled electronically. Here is a quick breakdown of how we will be operating this season to protect our clients and staff during the pandemic:


The best way to schedule an appointment is to call our tax office at 215-745-2404. Our specialists are available M-F from 9:30am-5:30am to answer your call. If you do not reach anyone, please leave a detailed message and someone will return your call within 24 hours. You can email us to schedule an appointment as well.

We will be performing virtual appointments for all clients. You will receive an online conferencing link when scheduling your appointment. Online conferencing options include Zoom, Google Meet, Skype, and Apple FaceTime. A regular phone call will suffice as well. If you have any concerns or are unsure how to have a virtual appointment, please contact our office.


Upload: You may securely upload your tax documentation using our website. We continue to use our secure folder sharing web application called ShareFile. If you have already uploaded or downloaded a document from ShareFile before, you can login our from the menu bar above. If you cannot remember your password, simply select “Forgot Password” to follow the steps to reset your password. If you have never uploaded or downloaded a document from ShareFile, please contact our team to set up your account.

Fax: You may fax your information to 215-742-4142. Please put documents of multiple pages in order before sending. You may need to make a copy of the back side of pages and slip them in order before faxing. You will be notified when documents have been received.

Mail*: If you plan on mailing your documents, keep your originals, send copies if possible and request a tracking number from the Post Office. Contact our office for additional mailing instructions.

Office Drop-offs*: If you plan on dropping off your documents at our office, keep your originals, drop off copies if possible and contact our office for additional instructions. We provide contactless drop-off service – please walk in and drop off your paperwork in the lobby. Please ensure you are wearing a mask for everyone’s protection – vaccinated or not.
*Please note: mailed documents and drop-offs will take longer to process because of postal service delays due to COVID. You will be contacted when we have received your documents.