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Send My Documents

Sending your documents can be as easy as 1-2-3!

  1. Click on the the "Contact" link at the top of our website.  You will be directed to a contact form where you can enter your name and email address.  In the subject box you can put something like "2017 Taxes", and in the comments box you can add "Send my Documents".
  2. Once you have filled out the contact form, you will receive an email with your login information to "MyFirmFiles" where you can securely upload your documents and download forms we send to you.  "MyFirmFiles" is a more secure way of transmitting information than typical email.  Once your account has been created, you can always access the "MyFirmFiles" login screen at the top of this website where it says "Sign In".
  3. Using your smartphone log into your "MyFirmFiles" account and select upload at the top of the page.  You can then take picture of all your documents and send securely to our office.

That's it!  An easy way to send your tax documents, safely and securely, without needing to set up an appointment.  If you have any questions, you can always call our office and we can guide you through it.