Client tools

Self-service support for busy tax seasons

Start common tasks online, then our team follows up with the right next step.

Request a secure portal link before sending W-2s, 1099s, prior-year returns, notices, bookkeeping files, or business documents.

Request secure upload access Please do not send sensitive tax documents through ordinary website forms or unsecured email.

For your privacy, this site does not accept direct document uploads. Request a secure link from our office first.

Request secure upload link

Know what to prepare before your appointment: IDs, prior returns, income forms, business records, and notices.

This website can connect to a secure third-party portal for encrypted uploads, e-signature, and client messaging.

Message WeChat ID tbctaxservice to ask what documents to prepare before uploading.