Our office is fully equipped to securely receive and process your documents electronically. To upload copies of your documents pleaseclick here
(For tax matters, always include the SSN or TIN, the full name, and the date of birth of the primary, or first listed, taxpayer. Include the dates of death for deceased taxpayers. And, include dates of birth and dates of death for other persons/dependents to appear on the return to be filed.)
Gather and organize your documents.
New clients should include their prior year’s Federal and State(s) tax returns.
Bring your documents to our offices.
* Drop-off service is available throughout the year, no appointment necessary.
(For tax matters, always include the SSN or TIN, the full name, and the date of birth of the primary, or first listed, taxpayer. Include the date of death for deceased taxpayers. And, include dates of birth and dates of death for other persons/dependents to appear on the return to be filed.)
Gather and organize your documents.
Scan your documents into your computer: image documents are acceptable, PDF format is preferable.
New clients should include their prior year’s Federal and State(s) tax returns.
Include your contact information in the e-mail.
Listing the types of documents included in your package is often a good idea.
(For tax matters, always include the SSN or TIN, the full name, and the date of birth of the primary, or first listed, taxpayer. Include the dates of death for deceased taxpayers. And, include dates of birth and dates of death for other persons/dependents to appear on the return to be filed.)
Gather and organize your documents.
New client? Please include a front side copy of a State issued ID along with a copy of your last filed Federal and State(s) tax returns.
Include a cover sheet containing your contact information. Include a blank sheet with the word “END” written on it. Also, listing the documents in your package is often a good idea.
Fax your package to: 240 256-7501.
* Faxes can be sent on any day and at any time day or night.
** DO NOT MAIL YOUR ORIGINAL DOCUMENTS, SEND COPIES **
(For tax matters, always include the SSN or TIN, the full name, and the date of birth of the primary, or first listed, taxpayer. Include the date of death for deceased taxpayers. And, include dates of birth and death for each other person/dependent to appear on the tax return to be filed.)
Gather and organize your documents.
New clients should include a face side copy of a state issued ID along with a copy of their prior year’s Federal and State tax returns.
Include a cover sheet containing your contact information. Listing the types of documents in your package is often a good idea.
Mail your package to: taxfactory 11750 Business Park, Dr Suite 205A Waldorf, MD 20601
* Mail can be sent on any day and at any time day or night.