Upload your tax documents here. We accept PDF, JPG, PNG, and Excel files. Please name your files clearly (e.g., "W2-Employer-Name-2025.pdf") so we can match them to the right forms. You can upload multiple files at once.
You cannot upload files to a public portal.
Once you have uploaded all of your documents, click the "Mark as complete" button above to let us know you are finished. Please make sure everything is uploaded before marking this as complete — it is much easier for us to process everything in one go.
Below are the financial statements we have prepared based on your bookkeeping records. Please review these for accuracy before we finalize your return.
Your draft tax return is ready for review. Please look it over carefully, paying special attention to income figures, deductions, and the tax liability summary. Note any questions or corrections and let us know.
Your final tax return is ready for signature. Please review the completed return, sign where indicated, and upload the signed copy below.
Please upload your signed tax return and any other signed documents (e.g., e-file authorization Form 8879) here. Once we receive these, we will file your return with the IRS.
You cannot upload files to a public portal.
Welcome & Tax Return Process
Welcome to your 2025 corporate tax return portal. We have created this space to make the tax preparation process as smooth and transparent as possible. Here you will find everything you need — from document checklists to your final filed return — organized in a clear, step-by-step workflow.
How the process works
Your tax return moves through five distinct phases. Each phase builds on the one before it, and we will guide you through every step along the way.
| Phase | What Happens | Your Role |
|---|---|---|
| Getting Started | Review engagement terms, understand key dates and deadlines | Review and acknowledge the engagement letter |
| Document Collection | Gather all income, deduction, and business documents | Upload tax documents using the checklist provided |
| Tax Preparation | We prepare financial statements and draft your return | Review drafts for accuracy and flag any questions |
| Review & Filing | Finalize and file your return with the IRS | Sign and upload your completed return |
| After Filing | Handle payments, estimated taxes, and planning | Make tax payments and note estimated tax dates |
Frequently asked questions
How long does the process take?
A typical corporate return takes 3 to 6 weeks from when we receive all documents. The timeline depends largely on how quickly we receive your materials and whether any questions arise during preparation. We recommend uploading your documents as early as possible to ensure ample time before the filing deadline.
What if I need an extension?
If we determine that an extension is needed, we will file Form 7004 on your behalf before the April 15 deadline. An extension gives you until October 15 to file, but it does not extend the deadline for paying any tax owed. We will discuss estimated payments with you if an extension is necessary.
How do I communicate with my CPA?
You can reach your dedicated CPA, Sarah Chen, directly via email at sarah@greenfieldcpa.com or by calling (555) 482-9100 ext. 204. For general questions, email team@greenfieldcpa.com. We respond to all inquiries within one business day.
Is my information secure?
Absolutely. All documents uploaded to this portal are encrypted in transit and at rest. Access is restricted to your assigned CPA team members. We follow IRS Publication 4557 guidelines for safeguarding taxpayer data and maintain SOC 2 Type II compliance.
Your dedicated team
Sarah Chen, CPA
Lead Tax Preparer
Sarah has 12 years of experience in corporate taxation and specializes in mid-market businesses. She will be your primary point of contact throughout the return process.
Email: sarah@greenfieldcpa.com
Phone: (555) 482-9100 ext. 204
David Park
Tax Associate
David assists with document review, data entry, and preliminary return preparation. He will reach out if we need additional information or clarification on any documents you provide.
Email: david@greenfieldcpa.com
Phone: (555) 482-9100 ext. 312