What to send
Typical items include W-2s, 1099s and brokerage statements, mortgage interest and property tax statements, K-1s, business income and expense records, and anything we've specifically requested from you. New client? Please include a copy of your most recent tax return. PDFs and clear photos both work.
Security & terms
Your files never touch this website's server. The upload box below is provided by ShareFile and transmits your documents directly into our encrypted ShareFile system, where all client records are kept.
Please do not send tax documents by regular email. Email is not a secure channel for Social Security numbers or financial records — that's exactly why this page exists.
Uploads are reviewed during business hours. You'll receive a confirmation once your documents have been filed with your records. Uploading documents does not by itself constitute the filing of a return or the establishment of an engagement.
Send only your own documents (or documents you are authorized to provide on someone's behalf).
On a phone and having trouble with the box above? Call or email us and we'll send you a direct secure upload link instead.
Questions? Call 239-777-3366 or email info@spargurtax.com — happy to walk you through it.