How to Provide Your Tax Documents

Document Checklist
​Choose any of the following options to provide us your data.
  • Use our secure "Upload Tax Docs" menu option.
             We highly recommend this safe and secure option.
             Current clients have 24/7 access to this process. 
  • If you use email keep in mind email is not secure!
  • Mail your documents to:         
                  PO Box 1754 Conway, SC 29528
  • ​ Drop them off at our office during normal business hours.​
                   800 Legion Street Conway, SC 29526 Suite 100-C

        We will contact you after we receive your documents.
​The checklist link below will help you find the documents and forms you'll need to get started.