Send Us Your Tax Documents.
We offer several convenient ways for you to send us your documents—choose the option that works best for you.
Secure File Transfer (Recommended)
The safest and fastest way to send sensitive tax information.
Upload your documents through our secure client portal, which uses encryption to protect your data.
Best for: W-2s, 1099s, K-1s, bank statements, and any documents containing Social Security numbers or financial details.
E-mail (Non-Sensitive Information Only)
You may email documents that do not contain sensitive personal or financial information.
Please do not email:
Social Security numbers, full account numbers, or complete tax forms.
In-Person Drop Off
You’re welcome to drop off your documents at our office during business hours.
100 West Sixth Street, Suite 304
Media, PA 19063
If you prefer, we can scan your documents and return the originals to you.
You may mail your documents to our office address.
Tips for mailing:
Use a secure envelope
Consider certified or tracked mail
Do not send original documents unless necessary (copies are usually sufficient)
Not Sure What to Send?
If you’re unsure which documents apply to your situation or which delivery method is best, please contact us—we’re happy to help.