DOCUMENT PORTAL
Use this secure portal to retrieve or deliver personal
documents to Tax & Financial Advisors, Inc. We
value your privacy and are doing everything we can to ensure
the continuation of your secure and personal information.
RECEIVING (DOWNLOADING)
DOCUMENTS FROM US:
When documents are ready for you to retrieve, you will
receive an email with instructions on how to download your
document(s) and a personalized password to access your
papers.
SENDING (UPLOADING) DOCUMENTS TO
US:
If you wish to send documents to us via this portal, you
must call us at 727-442-1120 to provide
your name, email address and phone number. We will
notify you when access to the portal has been
established and include instructions on how to
upload documents.
Click on
the BLACK BUTTON below to access the
portal:
