Upload Tax Documents

Greetings from the Paar Melis Tax Team!

We look forward to working with you to prepare your 2021 Tax Returns. Our goal as your tax team is to look at your entire tax picture; therefore, your Individual and Business Tax returns will be finalized at the same time.

Steps to begin your 2021 Tax filing:

1. Get a large envelope and start saving all your 2021 tax documents.
2. Using the link below, send us all the documents you received, i.e. W-2’s 1099R,
1099Misc, 1098’s, bank statements, etc. Please submit on or before March 15.

3. Relax. Once we check in your documents you will receive an eMail from us
letting you know the documents were received. There will be several PDFs
attached to the eMail; all are required forms for you to fill out and return.

4. Once we receive all your required forms one of our skilled tax preparers will
start working on your return. If they have any questions or think something may
be missing someone in our office will be in touch with you.

Tax organizers are available upon request. Please eMail Jen@paarmelis.com
Note: Organizers are not available for businesses.

**PLEASE DO NOT UPLOAD DOCUMENTS TO YOUR PERSONAL OR BUSINESS SHAREFILE FOLDER; USE THE LINK BELOW, WE DO NOT RECEIVE NOTIFICATION IF YOU DO NOT USE THIS LINK.**

Click here to securely send documents. (Preferred method)

You may also mail us your documents (copies please); we suggest using Priority Mail with tracking or
you can fax your documents to (240) 241-6435.

If you would like an extension filed on your behalf eMail your request to kelly@paarmelis.com

Thank you!