Secure Upload

Secure Tax Document Upload

Use this page to submit documents requested for preparation of your tax return.

Upload Your Tax Documents

Upload clear and complete copies of the applicable documents requested by Worlds Best Tax Association.

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Your information is submitted for the purpose of reviewing your tax preparation request.

Accepted Document Examples

  • W-2
  • 1099
  • Identification
  • Social Security documentation
  • Prior year return
  • Business income records
  • Business expense records
  • Mortgage documents
  • Education documents
  • Dependent documentation
  • Childcare information
  • Investment statements
  • Other applicable tax records

Document Upload Tips

  • Make sure the entire document is visible.
  • Avoid blurry photographs.
  • Upload all pages when a document contains multiple pages.
  • Verify names and tax years before submitting.
  • Submit additional requested documents promptly to avoid delays.

Do not upload documents that are unrelated to your tax preparation request.

Need Help?

Schedule a consultation with Worlds Best Tax Association to discuss your tax preparation needs.

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