Document Upload Checklist

Please ensure you have completed the “Client Intake Form” and pictures/copies of the following are uploaded to the Secure Portal below:

• Photo ID (Driver's License or Passport)

• Last Year's Tax Return

• Income Documents (W-2s, 1099s, NEC, MISC, K, INT, DIV)

• Mortgage Interest Statements (1098)

• Summary of Business Income/Expenses (Spreadsheet or QuickBooks Export)