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THINGS TO NOTE BEFORE UPLOADING

  1. Make sure to use our dedicated link at https://sandiegotaxman.wetransfer.com/. This is our own private and secure transfer link.

  2. Make sure to upload from a desktop computer. There have been problems uploading from mobile Devices.
  3. Wait for a confirmation from our team. If you have not received confirmation AFTER 72 HOURS, please reach out to admin@sandiegotaxman.com to check in.

  4. 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.
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