Client Portal Information
Brooks Tax Service offers a secure client portal to upload your documents.
Let’s Get Organized
Typical Document List
- W2s
- 1099s
- Childcare Expenses
- Social Security Statements
- HSA Statements
- Entrepreneur Business and Income Expenses
Client Portal
- Client Portal Login
- Upload your documents to our secure client portal
- Receive document request list
- Send us a secure note
Let Us Help
We offer office hours in our Bowie and Annapolis locations, upon request. This is where you can drop off and pick up your documents and have tax advisory meetings, if you prefer.
We also offer remote review and consultation meetings via Zoom.
Brooks Tax Service helped me organize all my tax documents and prepared my tax return promptly and efficiently.
T.M.
Paper Documents
Clients who choose to provide physical documents rather than uploading through Brooks Tax Service’s secure portal will be assessed a $50 Paper Document Processing Fee, which covers document intake, preparation, sorting, scanning, and secure upload.
For document sets exceeding 75 pages, an additional $25 high-volume surcharge applies
These administrative fees will appear as separate line items on the client invoice.
