Here at Sutton and Simmons, we aim to make the tax return process as simple and convenient for our clients as possible. To assist with this, we have created a way for you to send us your tax documents securely online through our website.
We have included upload links on the home, resources, and contact pages. Just look for the “Send Us Files” link, or simply click HERE.
You will be directed to an input screen where you must add your email, first name, and last name. Adding a company name is optional. When finished, click on the “Continue” button.
Select the CPA or staff member you would like to send your files to from the drop down list.
Drag and drop your files into the boxed area, or select “Browse files” to choose from your File Explorer. You can upload multiple files at the same time. Once your files have been selected, click the “Upload” button.
That’s it! Your files will be uploaded and delivered securely to our office.
We’ve also added the option to deliver you tax return electronically. If you prefer to receive a pdf copy, and use your own computer, smart phone, or tablet to sign electronically, just let us know when you send in your tax documents!
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