Send us your documents

Sensitive documents — secure Dropbox

Typically that means IRS notices or letters, prior-year tax returns, or financial statements we asked for during your consultation or engagement. Anything with account numbers or personal details goes here — files land directly in our office Dropbox, and only Alex sees them.

Send documents via Dropbox

Never email sensitive documents.

Quick send — non-sensitive files only

For temporary files, small files, or pages with financial information covered up. Please don’t send anything sensitive here — full tax returns, bank statements, and anything with account numbers belong in the secure Dropbox above.

Photos are automatically shrunk for a fast upload — no need to resize them yourself. 4MB max per file after shrinking.