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Step 1
Gather all your relevant tax documents for this tax year. These include W-2s, 1099s, etc. Please visit our checklist page for what to gather.
Step 2
Make sure your documents are properly sealed in a sturdy envelope or package so that we are easily able to identify it from the rest. You may make copies of them instead of giving us the originals.
Step 3
Get in contact with us and mention using the courier service. We will send out someone to your residence to pick up your documents directly from you.
Step 4
We will contact you once your documents have safely made the trip back to our office.
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