Tax Season

Please submit “all” income tax returns using
All tax returns and W2’s must redact the SS number for the debtor(s) and any dependents. – on ALL pages
Be sure to provide all Federal, State and City if applicable returns including all W-2 statements.
Please submit the returns in proper order and make sure that the scanned copies are legible.
If the debtor(s) file an extension please submit a copy to our office via as well. You may use the tax return upload option.  

If your client will be asking to retain the refunds DO NOT include the refund request forms with the uploaded tax returns. You will want to submit the refund request forms (with supporting documentation) to the appropriate case analysts via email.

DK -
BG -
DM, GG, GL        -