ABOUT THIS FORM

Secure Tax Document Upload

Submit your personal or business tax documents safely so we can prepare your return accurately and efficiently.

Use this secure portal to upload all required documents for your federal tax filing. Please review the checklist below and submit clear copies of all applicable forms. Once received, we will review your documents and contact you promptly if anything additional is needed.

When you submit this form:

Complete your contact information first

Upload all required documents under the correct section

Ensure files are clear and legible (PDF or photo accepted)

Submit everything at once to avoid delays

We will confirm receipt and follow up if anything is missing

Your information is handled with strict confidentiality and professional care.

CONTACT INFORMATION

First Name *

Last Name *

Phone *

Email *

FOR PERSONAL TAX FILING

Social Security Number (If filing personal taxes)

Documents Needed:

📌 ID (Driver’s license or state ID)

📌 W-2s (From all jobs)

📌 1099s (For self-employment or other income sources)

📌 1099-R (For retirement income, pensions, or annuities)

📌 1098 (Mortgage interest statement for homeowners)

📌 1098-T (Tuition statement for higher education expenses)

📌 1099-G (Unemployment income or state refunds)

📌 Last Year’s Tax Return

📌 Healthcare Forms (1095-A, B, or C if you had health insurance)

📌 Deductions & Expenses (End-of-year bank summary showing how much you spent if you have a 1099 or business for deductions)

📌 Childcare Provider Info (Name, address, and EIN or SSN for claiming childcare credits)

FOR DEDUCTIONS TAX FILING

Business Name *

Business EIN Number (If Filing Business Taxes)

Documents Needed:

📌 Business License (if applicable)

📌 Articles of Incorporation/Organization (LLC, S-Corp, etc.)

📌 Last Year’s Business Tax Return (if filed)

📌 Income Statements (Profit & Loss report or summary of income)

📌 Expense Records (Receipts, end-of-year bank/credit card statements)

📌 Payroll Reports (if you paid employees)

📌 1099s Issued (if you paid contractors)

📌 Business Bank Statements (if no bookkeeping is available)

Taxpayer Certification & AuthorizationI certify that the information I have provided in this form, including all personal, income, and expense details, is true, complete, and accurate to the best of my knowledge and belief. I understand that this information will be used to prepare my federal and/or state tax returns.I acknowledge that I am responsible for the accuracy of the information provided and agree to notify Protected With Love of any changes or omissions as soon as possible. *

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ABOUT THIS FORM

Secure Tax Document Upload

When you submit this form:

Your information is handled with strict confidentiality and professional care.

CONTACT INFORMATION

FOR PERSONAL TAX FILING

Documents Needed:

FOR DEDUCTIONS TAX FILING

Documents Needed:

Insurance

Taxes

Contact