Thanks for scheduling your tax check up!

Now that you have scheduled your call, you need to be sure we have all the info to prepare for our meeting!

1. Have you uploaded your most recent paystubs to our secure portal (tsbas.securefilepro.com)?
2. If we did not complete your return last year, did you upload a copy of your 2017 return?
3. Did you tell us what has changed since last year?

Please be sure to upload everything 48 hours prior to our meeting! We want to ensure that we respect your time and have everything ready when we talk!

Upload all your documents to our secure portal!