Submitting Your Documents

Please get together all of the documents you'll need to submit. Submitting them all at once will make it easier to get your return prepared with the least amount of back-and-forth.

Documents include:

Click here when you've located all of your documents.

If you have questions or need advice, please don't hesitate to call us at +1-415-216-5064 and speak to one of our junior professionals who can provide guidance.

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