Questions, answered

Individuals and families, people who are self-employed or freelance, and small businesses. We also prepare past-year and amended returns.

Create an account and upload them in the secure client portal. PDFs and phone photos are both fine. Create an account.

Please don't. Email is not a safe place for tax documents or Social Security numbers. The portal encrypts every file and only you and our preparers can open it.

PDFs and common image formats such as JPG and PNG. If your phone takes a photo of a form, that works. Word and Excel files aren't accepted.

Your W-2s and 1099s, last year's return if you have it, ID, and records for anything that changed this year. The checklist on the home page builds a list for your situation.

You and DEY Group preparers. Files are encrypted when stored, and access is limited to your account and the people preparing your return.

Yes, short notices when something needs your attention or your return status changes. They tell you to log in and never contain document details.

It's optional but we recommend it. It adds a code from an authenticator app when you log in, so a stolen password alone can't open your account.

For the period set by our records retention policy. If you have questions about your records, ask us through the contact form.

It depends on your return. Tell us about your situation through the contact form and we'll give you a clear quote before we start.