You’ve got questions, we’ve got answers.

Smart Vault, our online document management portal, is fully encrypted. It meets the IRS’s standards for this. We only ask for PII (Personal Identification Information) through secure and encrypted channels. We are bound to ethical standards defined by the IRS, which include standards about data sharing.

We use Smart Vault to gather tax information during tax return prep. Smart Vault is securely encrypted.

Email is not secure, and should not be used for transmitting Personal Identification Information.

To see if you’re a good fit for Sherwood Tax, we begin with our Introduction Survey. This will give us information about you, be able to price out your return, and get things started. During this process, we’ll learn a bit more about you and what’s going on in your financial life and how we can help with your tax return.

Please note. Sherwood Tax is a CPA firm and not every person needs a CPA to prepare their taxes. By filling out our survey, we will be able to assess of a CPA firm is the right fit for your needs.

Your tax return is yours; there’s no one size fits all. We can list common forms: W2s, 1099s (all types) 1098s, etc., but that won’t cover everything.

Please upload your tax documents to your Smart Vault portal. Your Client Success Manager can help you identify all necessary documents.

Tax Organizers are only available upon request.