Secure Tax Document Upload Portal

Upload Your Tax Documents Safely and Conveniently

At John O'Shea Tax Preparation and Business Services LLC, we make it easy — and safe — to get your tax preparation started. Our secure document upload portal allows you to send tax forms, financial records, and identification without visiting the office.

Whether you're a new or returning client, submitting documents through our encrypted portal is the fastest and most secure way to begin the filing process.

Why Use Our Secure Upload System?

We take your privacy seriously. Our portal is designed to ensure your sensitive financial data stays protected from start to finish.

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End-to-End Encryption – Your files are protected during upload, storage, and download

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All File Types Accepted – PDFs, images, spreadsheets, and scans

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Available 24/7 – Submit documents anytime, day or night

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Mobile-Friendly – Upload directly from your phone or tablet

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Instant Confirmation – You’ll receive a notification once your files are received

There’s no need to mail paperwork, fax documents, or make an in-person appointment — just upload and we’ll take it from there.

What You Can Upload

To begin preparing your return or receiving business support, we may ask for:

  • W-2s or 1099s
  • Prior year tax returns
  • Driver’s license or other valid ID
  • Receipts or documentation for deductions
  • Business income/expense reports
  • Bank statements or payroll summaries
  • IRS letters or notices (if applicable)

If you’re unsure which documents to send, don’t worry — we’ll provide a personalized checklist based on your situation.

How It Works

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Contact Us First (Optional)

Not sure where to start? Give us a quick call or email. We’ll guide you through what to upload.

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Click the Upload Link

 [Insert secure upload button or hyperlink to your client portal here.]

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Attach Your Files

Choose the relevant documents from your device. Accepted formats include PDF, JPG, PNG, DOCX, XLS, and more.

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Submit Securely

Once uploaded, your documents go directly to our encrypted system — no third-party access, no risk.

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We’ll Be in Touch

We’ll confirm receipt and begin reviewing your documents. You’ll hear from us shortly with next steps or follow-up questions.

Your Privacy. Our Priority.

We understand how important your personal and financial information is. That’s why we use industry-standard cybersecurity tools to protect your data.

✅ HIPAA-grade file protection
✅ No third-party file sharing
✅ Private cloud-based storage
✅ Access limited to authorized personnel only

Your documents are used only for tax preparation and business services — and never shared or stored beyond what’s necessary.

Contact Us

Start the Process Now

Ready to get your taxes filed or your business finances in order?

Use our secure upload portal today to send your documents directly to John O'Shea Tax Preparation and Business Services LLC. It’s fast, safe, and one step closer to a stress-free tax season.