How to send your documents
Follow these steps to send your tax documents by email safely.
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Gather your documents
Photo ID, Social Security cards for everyone on the return, W-2s, 1099s, last year's return, and receipts or records for any deductions or credits.
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Combine them into one PDF
Scan or photograph each page clearly. A free scanner app on your phone, such as the scan feature in Notes (iPhone) or Google Drive (Android), can save everything as a single PDF.
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Password-protect the PDF
Add a password to the PDF before you send it. On a Mac, open it in Preview and choose File → Export, then check "Encrypt." On Windows or your phone, use a free tool or ask us for help.
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Email the PDF to us
Send it to consultants@kd3financialsolutions.com with your full name in the subject line.
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Give us the password by phone or text
Call or text the password to (214) 497-1880. Never put the password in the same email as the documents.
Please don't type your Social Security number, bank account numbers or passwords in the body of an email. Send documents from your own personal email account, not a shared or work account.
Questions? Contact us and we'll walk you through it.