Client resources
Everything you need before, during, and after your appointment, including secure uploads, documents, and checklists.
Need help?
Call (585) 571-4545 or email information@roctaxandaccounting.com if you have any questions.
Send us your files safely
Click “Open Secure Upload” to log in or create your ShareFile account. Once signed in, drag and drop files or browse to select them.
Name your files clearly
Examples: W2-2024-JSmith.pdf, 1099-INT-PrimaryBank.pdf, DriverLicense-FrontBack.pdf.
Group similar documents
Bundle statements, receipts, or payroll reports by month or account for faster review.
Use PDF when possible
Scanning to PDF keeps everything legible; photos should be well-lit and uncropped.
Client documents
Individual
What to bring
Bring the items below so we can complete your appointment in one visit.
- Copy of the front and back your current Driver's License. (both spouses if filing jointly)
- Form W-2: Wage statements from employers.
- Form 1099-INT: Interest statements.
- Form 1099-DIV: Dividend statements from investments.
- Form 1099-R: Pension statements.
. . . 19 more items
We are here to help
Not sure which forms you need? Send us a quick email and we will point you in the right direction.