Secure client documents

Upload requested files with confidence.

Use this page to send tax, accounting, bookkeeping, owner-compensation, or advisory documents requested by the Mehdiani team.

Document details

Tell us what you’re sending.

Name(Required)

First Last

Business Name (if applicable)

Email(Required)

What are these documents for?(Required)

Please upload documents related to different services separately.

Please describe what the documents are for(Required)

File(Required)

A maximum of fifteen (15) files can be sent with each submission. Please submit a second upload if you need to send more than fifteen (15) files.

Drop files here or

Max. file size: 128 MB, Max. files: 15.

If you are uploading documents for the preparation of a tax return, should we expect additional documents?(Required)

This question helps us determine if we should anticipate additional documents for the preparation of your tax return.

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