Use office-approved instructions for private records
Sensitive information should be handled carefully. Do not send Social Security numbers, tax documents, bank information, IDs, payroll records, or business financials through normal email or public website forms.
- Tax returns and W-2/1099 forms
- Social Security numbers and IDs
- Bank information and payroll records
- Business, farm, ranch, and bookkeeping records
Portal-ready, but not a public upload form
A secure client portal is a future direction for Chandler Tax Service. The portal should remain separate from the public website and use authentication, access controls, and clear staff/client workflows.
- Public website for information and directions
- Future portal for authenticated client access
- Office guidance before sensitive records are exchanged
- No public tax-document upload form