Client Portal File Upload Use our secure upload tool to send us your documents. Simply enter your name, email address, select the file, then click the “Send Message” button. First Name *Email Address *Phone NumberMessage0 / 180Upload fileDrag and Drop (or) Choose FilesSend Message File Download To download any form, simply click on the name of the form. 2023 Form W-9 - Request for Taxpayer Identification Number and Certification 2023 Form 1040-ES - Estimated Tax Payments 2023 Form W-4 - Employee’s Withholding Certificate