Box File Transfer

Use this form to send large files that may otherwise be too large to send as email attachments. We incorporate the online file transfer service called Box File Request to help us receive large files from our clients. This service is available to our clients free of charge, and free of worry:

  • Files are encrypted during transfer (TLS 1.2 encryption)
  • Files are encrypted once uploaded (256-bit AES)
  • Files are stored in SAS70 type II and Safe Harbor certified
  • Files are stored on enterprise-grade servers that undergo regular audits and are monitored 24/7

Thank you for providing this information to us. We appreciate the opportunity to review and discuss with you. We are aware of the trust you place in us and take that very seriously. Please take a moment to review our privacy policy and let us know if you have any questions. In addition to the information in that policy, if you are providing tax returns for us to analyze we may also utilize a third party, Holistiplan, to assist us in the process. By providing your tax returns you authorize us to do so.