Send us a file

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Additionally, we have a comprehensive tax planning guide which is regularly updated with all of the latest changes to the tax code.

To send us a QuickBooks or other data file

  1. In QuickBooks, make a backup file and tell QB to save the file to your desktop.
  2. For other files, copy the file to the desktop.
  3. Click on the button marked "Browse" and select "Desktop," then click on the backup file you just made.
  4. Click "SendThisFile" and you're done. Any size file can be sent to us this way. All files are encrypted for your security.