Upload Your Tax Documents
Use the Upload Tax Documents button below to send us your tax documents.
Tax Document Submissions
Instructions
- Click the button below to securely upload your tax documents to be used in preparation of your tax return.
- Enter your email address, first name, last name and company (when applicable) then click Continue.
- Drag files from your computer to the “Drag Files Here” section or click on “Browse for files”. You can upload multiple documents at once.
- Once all files are listed, click the Upload button.
- Wait for the green Uploaded button to appear before closing the window.
- Once your documents are received, you will receive a confirmation email by the end of the business day.
Schedule K-1 Forms
2022 Shareholder’s Instructions for Schedule K-1 (Form 1120-S)
Upload Your E-File Form 8879 Here
Send us your signed E-File Form 8879 by clicking on the button below.
E-File Form 8879 Submissions
If you are interested in returning your Form 8879 electronically, please follow the instructions detailed below.
Instructions
- Click the button below to securely upload your signed E-File Form 8879 to PBMares.
- Enter your email address, first name, last name and company (when applicable) then click Continue.
- Drag and drop your e-file form(s) from your computer to the “Drag Files Here” section or click on “Browse for files”.
- Once all files are listed, click the Upload button.
- Wait for the green Uploaded button to appear before closing the window.
- Once your documents are received, you will receive a confirmation email by the end of the business day.