Tax Document Submission

Providing complete and accurate tax documents allows us to prepare your returns efficiently and deliver thoughtful tax‑efficient guidance for you and your family. Your information is handled with care at Windward and protected through secure systems and disciplined processes.

You may choose the document sharing method that feels most comfortable to you while still keeping your personal information protected.

Windward Portal Login

Secure Document Sharing Options

- Upload your documents directly through your secure Windward Portal.
- The Portal uses encrypted connections to help protect sensitive data like Social Security numbers, account statements, and tax forms.
- Your documents go straight to your advisory and tax team, helping us begin our work more quickly.
- Find more information on our Windward Portal FAQs page.
How to Upload
1. Log in to your Windward Portal.
2. Navigate to the Documents or Vault section.
3. Upload your tax documents (for example: Form 1099s, W‑2s, K‑1s, 1098s, prior‑year returns).
4. If you are unsure whether something is relevant, upload it and our team will review.
- If you prefer not to upload electronically, you can deliver physical copies to either of our office locations.
- Secure drop boxes are available at each office for after-hours document drop off.
- See below for maps and addresses.
- If you prefer not to upload electronically, you can mail documents to either of our office locations.
- Consider using a trackable service and do not send your only original copy.
- See below for maps and addresses.