Upload Your Tax Documents as PDFs

Current clients of Sherman, Kelly & Associates, P.C. can securely send tax documents to our office as PDF files. To help us process your tax return efficiently, please follow these guidelines:

• Save documents as PDFs whenever possible.

• Name each file using: Last Name – Document Name
  Example: Johnson – W-2

• Multiple documents may be combined into one PDF, but we prefer a separate PDF for each document when possible.

• Please upload all available documents at the same time whenever possible. We understand that some documents may arrive later and can be submitted separately.

• Click the Upload Tax Documents button below (or log into the client portal). Enter the email address associated with your client account.

• Upload your documents using our encrypted, secure connection.

Please do not email Social Security numbers, bank account information, or other highly sensitive information outside of our secure document submission system.