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At Convenient Tax Service, we offer SecureFilePro through Drake Software to securely send and receive documents and information, sign your return, and more.

 

You can either send us your documents through our GUEST EXCHANGE or Contact Us and request a CLIENT PORTAL be created for you. 

GUEST EXCHANGE

Guest exchange is a secure way to send documents to your preparer without creating a client portal.

PLEASE PROVIDE CONTACT INFORMATION WITH YOUR UPLOAD.  

Either fill out the contact information in our drop off form or include as a separate entry contact information.

CLIENT PORTAL

 

Please call 414-930-4411 to set up a client portal.  

Why do I need to call?   See our FAQ section question 10 for details. 

NAVIGATE

Contact Us:   414 930 4411 - South Office                 

                   262 574 9266 - West Office

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COMMITTED TO SERVICE:

Convenient Tax Service is a professional personal income tax service with over 30 years' experience offering affordable and convenient filing options. 

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CONVENIENT TAX SERVICE SOUTH OFFICE:  6633 W. Forest Home Avenue, Greenfield, WI  53220   Map  414-930-4411 call/text   Email:  info@weloveyourtaxes.com

CONVENIENT TAX SERVICE WEST OFFICE:  1201 S. Prairie Avenue, Suite A,  Waukesha, WI  53186   Map  262-574-9266 call/text  Email:  cts1040@gmail.com

@ Convenient Tax Service