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 BUSINESS INCOME & EXPENSE SUMMARY Please enable JavaScript in your browser to complete this form.Tax ID (Do NOT enter SSN)Name *FirstLastEmail *Business Name (if applicable)Description of Product or Service *Business Start Date *Cash Income Received Did you RECEIVE income reported on Form 1099 NEC? *YesNoDid you ISSUE any Form 1099 NEC? *YesNoAdvertising ExpensesContract laborCellphone ChargesSuppliesOffice ExpensesAuto InterestBusiness Credit Card InterestWebsite FeeTravel - MealsTravel - HotelTravel - TransportationDate you start using your vehicle for businessYear, Make, & Model of VehicleBusiness MilesCommuting MilesPersonal MilesEnter Other Expense & AmountEnter Other Expense & AmountEnter Other Expense & AmountEnter Other Expense & AmountEnter Other Expense & AmountEnter Other Expense & AmountEnter Other Expense & AmountPlease use this section to provide additional information.Submit