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HOME
SERVICES
INDIVIDUAL SERVICESCORPORATE SERVICESNONPROFIT SERVICESBOOKKEEPING SERVICESQUICKBOOKS SERVICESPAYROLL SERVICES401(k) SERVICESWHO WE WORK WITHTRANSPARENT PRICING
TAX
FILE YOUR TAX RETURNFILE AN EXTENSIONTAX PLANNINGTAX STRATEGY & ASSESMENTTAX-SMART FINANCIAL PLANNINGSALES AND USE TAXTAX DEDUCTIONS & STRATEGIESTAX HELP CENTERTRANSPARENT PRICING
RESOURCES
CALCULATORSDOWNLOADSPAY MY BILLTRUSTED PARTNERSTANDY'S TIPS NEWSLETTERTRANSPARENT PRICING
ABOUT
CALENDARCONTACT USCOMMUNITYOUR TEAMREVIEWSREFERRALSSUSTAINABILITY
Client Portal

Corporate Tax Preparation

Here you will find the complete list of steps to have Tandy Consulting prepare your tax returns. Our turn-around times for tax return preparation varies throughout the year. All returns are prepared on a first-in-first-out schedule. 

 

If you need a rush job, please e-mail us in advance to confirm we can accommodate your needs.

The links below will take you to our customized, online digital form(s) for you to seamlessly and securely submit your information.  All submissions are uploaded automatically to your Client Portal within 24 hours.

 

Tandy Consulting takes the safety and security of your data seriously. We will NEVER email your documents to lenders, vendors, bankers, lawyers, spouses, or family members.

Client Portal Update

SmartVault & Stanford Tax: Where to Upload Documents

We continue to use SmartVault for long-term secure storage. For this tax season, we're also using Stanford Tax to streamline document intake and improve turnaround time.

Stanford Tax Tax-season intake & workflow

Use Stanford Tax during tax season for current-year tax documents and requested items.

  • Helps track what's received and what's still needed
  • Reduces back-and-forth email during peak season
  • Keeps uploads connected to your active return

SmartVault Long-term secure storage

SmartVault remains the permanent home for your tax records--organized in year-specific Income Tax folders.

  • We do not store files locally
  • Prior-year documents remain available in SmartVault
  • Finalized-year storage stays consistent

Quick rule: Tax season = Stanford Tax • Everything else = SmartVault

Upload to Stanford Tax

Current-year tax documents, missing items we request, and anything tied to your active return.

Upload to SmartVault

Prior-year documents, notices received after filing, planning items, and general secure file sharing.

What has changed this year?

For this tax season, we are using Stanford Tax to run the active tax preparation workflow. This improves document intake, tracking, and turnaround time during peak season.

SmartVault remains our long-term secure storage system for your year-by-year Income Tax folders.

What has NOT changed?
  • We continue to use secure, encrypted systems for file transfer and storage.
  • We do not store files locally on computers or local servers.
  • Your documents will continue to be organized in SmartVault Income Tax folders by year.
  • Prior-year documents remain accessible in SmartVault.

Where do I upload my documents?

During tax season: Upload current-year tax documents through Stanford Tax using the secure link we provide.

Outside of tax season or for general items: Upload to SmartVault.

If you're unsure, upload to Stanford Tax during tax season--our team will route and store everything appropriately.

Will I need to upload documents twice?

No. Upload your documents once.

  • If you upload to Stanford Tax during tax season, we will store the final set in SmartVault under your Income Tax folder for that year.
  • If you upload to SmartVault outside of tax season, we'll use those documents as needed.

When will my documents be stored in SmartVault?

Documents uploaded during tax season through Stanford Tax will ultimately be stored in your SmartVault Income Tax folder for the applicable year as part of the completed return file set.

Is my data still secure?

Yes. We use secure platforms with encrypted transfer and access controls.

  • Encrypted document upload and storage
  • Secure access permissions
  • No local file storage

What if I upload to the wrong place?

No problem--our team will help route it.

During tax season, if you're unsure, upload to Stanford Tax so we can connect it to your active return.

Need help? If you have questions about where to upload or what to include, contact our team and we'll guide you.
Tandy Consulting Inc.  |  Trusted Tax & Accounting Experts.

New clients, schedule a Tax Return Interview below.

Returning clients, this is optional, after all documents have been uploaded.

15-Min Tax Return Interview?

15-Min Drop-Off or Pick up?