Existing clients will receive an invitation to create a secure client login account*. In this account, you’ll be able to upload your files and scanned documents, and download a copy of your tax return and other records. Once you receive an invitation, click on the button below to sign in to your secure account.
Documents to Provide for Tax Preparation
Please provide your income and expense documents for tax preparation. For detailed information, refer to StrataTax’s document “Documents to Provide for Tax Preparation”.