How do I submit my documents to TaxRise?
Your client portal is the primary place to submit your documents.
During enrollment as a client, you will create a client portal account. Then, your Case Manager will walk you through verifilink – our very own in-house software designed to make completing documents easy and stress-free.
After you set up your client portal and verifilink is complete, you can upload the required documents through your client portal.
Enrolled users with a TaxRise client portal account, use the button below to access your account.
If you cannot access your client portal, your have other options to submit documents:
1. Fax us your documents
You can fax your documents to 949-549-1108. Please attach a fax cover sheet with your name, case number, and case manager’s name. You will receive a confirmation upon receipt.
2. Email us your documents
Scan or take a picture of your documents.
Send them to documents@taxrise.com. Only PDF files will be accepted.
You will receive a confirmation upon receipt.
3. Mail us your documents
If you choose to mail in your documents, please send us a copy and keep the originals for your records. You can mail your documents to:
TaxRise
C/O Your Case Manager
19900 MacArthur Blvd.,
Ste. 400
Irvine, CA 92612
Once your documents are received, your case manager will review them with you and let you know about the next steps for your case. If you’ve sent us your documents please schedule an appointment to review them with your case manager.
Once your documents are received, your case manager will review them with you and let you know about the next steps for your case. If you’ve sent us your documents please schedule an appointment to review them with your case manager.