Using the online portal is a convenient way to upload documents directly from your computer as you receive them.

Using the app is a great option if you have access to all your documents with your phone and are on the go!

With tax season in full swing, documents containing sensitive information are exchanged more frequently than ever. Tax returns, financial statements, and identity documents often pass between individuals, accountants, employers, and government agencies. Ensuring this information stays protected is critical.

Qualified overtime refers to compensation paid in excess of an employee’s regular rate of pay based on hours worked.

Beginning this tax season, individuals who earn tips may qualify for a new tax deduction on qualified tip income.

Welcome to the 2026 Tax season! Listed below are documents and information you should be prepared to share with your Tax Accountant.