When do you need my documents?

We ask you deliver your tax documents to us at least one week prior to your appointment.  This allows our staff time to review your documents, complete preliminary data entry and contact you with questions prior to your appointment.

How can I deliver my documents to you?

You can deliver your documents in any of the following ways:

• Upload to our secure online portal
• Upload to using our Document Delivery Application
• Drop off at our offices
• Mail or delivery service

Drop off at office

You can drop documents off at our offices during normal business hours. 

Please put your documents inside a folder or envelope.  Include the following information on the front of the folder or envelope:

1. Your name
2. Contact phone numbers
3. Contact email address

Mail or delivery service

You can send your documents to us via US Mail or a delivery service.  Our office addresses are:

• 2100 NE Broadway St, Suite 105, Portland, OR 97232
• 13405 NW Cornell Road, Portland, OR 97229

Uploading documents to SecureFilePro portal

You can access your portal via the "Client Portal Login" on our website.

Helpful tips when using your portal:

• Create only one folder for each tax year.  One folder is enough.  Multiple folders make it difficult to see what documents you have uploaded to us.
• The password to access your portal is one you created.  You can request a password by emailing support@pnwtax.com or by phoning our offices.
• The password used to lock your tax return is the last 4 digits of the SSN taxpayer (first name on the tax return), or the last 4 digits of the EIN of the business entity.

Document Delivery Application

Use this link to use our Document Delivery Application or scan the code below to install our Document Delivery Application to your smart phone or computer.  Use it when you need to quickly upload documents.  Please note that this application is not integrated with the SecureFilePro portal system.