Step 2

Submit Documents using SmartVault,

Or Mail, Fax, Drop Off

We Do Not Open E-Mailed Documents

New SmartVault User

Returning Client LogIn

is Automatically Notified when documents are Submitted to SmartVault

Or

Mail/Fax/Drop-Off

Mon ~ Sat (9am – 5Pm)

Tax Appointment

(If Needed, Remote or In Person)

Remote Clients Must

First Submit Documents or Appointment May Be Canceled

Document Checklist