Secure collection
Designed for a protected upload flow when connected.
Secure document upload
A future-ready way to send tax documents.
This page is prepared for a secure upload integration. Until the upload portal is connected, request a call and Brian will explain the safest way to share your documents.
Start by completing Brian’s 2026 tax questionnaire — it collects everything he needs to prepare your return, and you can return it once the secure upload portal is connected.
Document checklist
A tailored list helps clients provide the right tax records.
Private handling
Sensitive information is treated carefully and professionally.