Tax Service Options

Choose how you’d like to work with us. Our preferred workflow is drop‑off / upload first — we’ll follow up if anything is missing.

Access Secure Portal Tax Organizers Book Appointment

Updated January 12, 2026. Questions? Call (480) 987-9951 or email Taxes@wgMoney.com.

Recommended: Drop‑Off / Upload First
Fastest processing

For most clients, the quickest path is to send your documents first. Our team will confirm receipt and reach out if we need anything else.

🔒 Secure Portal (Recommended) Best for many files

Fastest and safest option. Supports larger uploads and multiple documents in one session.

  1. Click Access Secure Portal
  2. Log in (or create an account if new)
  3. Upload your tax documents
  4. Complete the basic information form
Access Secure Portal Download Tax Organizers
Pro Tip: If you have many documents, the portal is the best choice—upload everything in one session.
⬆️ Secure Upload Form One file at a time

Use this secure upload option if you are unable to access the portal.

Use Secure Upload Form Try Portal Instead
✉️ Email SubmissionLeast secure

Email is less secure than the portal or secure upload form. If you must email, please scan documents as PDFs.

  • Subject: 2025 Tax Documents – [Your Name]
  • Include your phone number in the email
  • Attach PDFs (avoid photos when possible)
Email Taxes@wgMoney.com