Upload Your Tax Documents Here!
Send your completed files to us by uploading them here using the file system below.
New tax clients should upload:
A copy of your last year’s tax return.
A signed copy of the current year’s Client Engagement Letter.
A completed copy of the current year’s Client Questionnaire.
New payroll clients should upload:
New client Information Checklist
Federal Form W-4 for 2023
Nebraska Form W-4N
Bank Credit Authorization Form
Payroll Reporting Sheet