DOCUMENT PORTAL - Tax & Financial Advisors, Inc.

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: