THINGS TO NOTE BEFORE UPLOADING
Make sure to use our dedicated link at https://sandiegotaxman.wetransfer.com/. This is our own private and secure transfer link.
- Make sure to upload from a desktop computer. There have been problems uploading from mobile Devices.
- Wait for a confirmation from our team. If you have not received confirmation AFTER 72 HOURS, please reach out to email@example.com to check in.
If you are less computer savvy, watch THIS VIDEO before you upload.
WHAT OUR BEST CLIENTS DO: Yes, we take notes 🙂
- Wait until you have a majority of your documents ready. Sending in documents early and incomplete doesn’t not move you up in line and creates more work for us.
- Include a 1 pager with following information:
- Current Mailing Address
- Banking Info Updates
- If same as last year, confirm last 4 of account #.
- If new, send full routing and bank account #.
- Any concerns, questions, or major updates you have.
- Upload all documents in a single transfer. Uploading 1 by 1 creates more work for our team.