How to send us your tax info
You can send your files electronically:
Click on the link to send your files to us using our secure server transfer. Please do not send via email files that contain personal data.
If you are a current client, you already have access to our secure server using your own personal account. Your own account provides access to your personal files for the next three years. In contrast, the guest folder will save your files only temporarily. If you are a new client, we can set up an account where you can send files to your own personal folder. Please call or email us a request.
You may also mail your info to:
David Tanner, EA Tax Service
5007 Carriage Drive, Suite G-1
Roanoke, VA 24018
Due to the number of tax returns we must receive in the last two weeks, any tax information we receive after March 31st will be subject to a $40 late processing fee.
We appreciate any return we receive before March 15th and provide a $10 discount for these early submission.
If you have a smartphone or tablet, there is a free app called CamScanner which can be downloaded for Android and Apple products.
This app will allow you to take pictures of your tax documents and then send them to us.
Please view the video below to learn more. Be sure to follow the instructions to password protect any files sent via email.
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HOW TO FILL OUT YOUR TAX ORGANIZER