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A&E CLIENT DOCUMENTS

Your Documents. One Clear Place.

A dedicated space to share the records for your tax preparation. Our online upload service is coming soon.

DOCUMENT UPLOAD

Ready When You Are.

Coming soon

Get your documents organized now. A&E will provide approved submission instructions while online uploads are being prepared.

A Place for Your Paperwork.

Online document selection and submission are not available yet.

Tax forms · Income records · Supporting documents

This page does not collect or send files. Please wait for A&E’s approved instructions before sharing your records.

Not sure what to prepare?

Start with our appointment preparation guide.

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