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How do I get my tax information to Tax Samaritan?

We utilize a https://www.taxsamaritan.com/tax-return-getting-started/our-tax-process/collaboration portal where you can securely share files and communicate with us. In many cases, you will find a PDF or Excel questionnaire that can be downloaded, filled out and then uploaded to the portal. Our questionnaires are designed to make the information-gathering process easy, quick and simple. The questionnaires help compile necessary information and, most importantly, ensure that no deductions are missed.  You will find questionnaires to help gather information for Schedules A,C,D and E, as well as foreign bank account information, travel information and other general information.


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Updated: June 2, 2018

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