Secure Upload

Send tax documents the safe way.

To protect your personal information, CD Tax Services LLC does not collect tax documents through regular website forms or email.

Secure Document Submission

Request your secure upload link.

After your consultation, you will receive instructions for safely submitting tax documents through an approved secure upload method.

01Schedule consultation

02Receive upload instructions

03Submit documents securely

🔒 Please do not send Social Security numbers, W-2s, 1099s, tax returns, driver’s licenses, or banking information through regular email or the contact form.

Request Upload Link Call First

What To Prepare

Common documents you may need.

🪪

Identification

Valid ID, dependent information, and basic filing details.

💼

Income Forms

W-2s, 1099s, self-employment income, retirement income, or other income records.

🏠

Deductions & Credits

Education, childcare, business expenses, mortgage interest, donations, or other deductions.

Need Help?

Not sure what to send?

Contact CD Tax Services LLC first and we’ll let you know exactly what documents are needed.