We use Box.com to exchange sensitive information with our clients. When you upload your tax returns here, they are dropped into a folder that only we can see on Box.com. Nobody else has access to these files except us and we are notified immediately. To learn more about the security of Box, click here.

Note: If you plan on sending us tax information electronically in the future and/or would like to obtain electronic copies of your tax returns, we can invite you to a private, shared Box.com folder that will be established just for you. This would happen after setting you up as a client. Having an account allows you to safely upload information you need to send us and it's also where we will upload PDF copies of your tax return for you to access at any time. Click here to let us know if you're interested!