If you are a new client, please use our client portal to upload your most recently filed tax return(s). You can use the guest exchange. https://cumminggacpa.securefilepro.com/portal/#/login Once we have completed your first return with our office, we will set up a client portal account for you. Please see the blank organizers below. They will help you know what is relevant and what you should provide to our office. It's most important to sign the engagement letters and