Current clients
Your documents, handled securely.
Every OLEKC client gets a private portal for uploading documents. Use it for anything with a Social Security number on it. Never send tax documents over plain email, text, or a messaging app.
Example of the checklist we keep for you. Not a real client record.
How to get in
Your invitation is sent to you when you become a client. Open it, set your password, and you are in. Nothing to download and nothing to install. It works from your phone in the cab.
Your login is yours alone, so please don’t share it. If you would rather hand us paper or meet in person, that works too. Just say so.
Can’t find your invitation, or need it resent? Call or text (773) 677-8783 or email oleksiy@olekctax.com.
Resend my portal invitationEncrypted end to end
Documents are encrypted on the way to us and stored encrypted once they arrive. Your W-2s, 1099s, and IDs never travel through plain email.
Access is controlled
Every system that touches your documents requires multi-factor authentication, and there is a written security plan behind that, not just a promise on a website.
Upload from the truck
Photograph documents with your phone and upload them from wherever you are. No app to install.
Before you upload
What to send us
Send what applies to you. If you are not sure whether something matters, upload it anyway. It is faster for both of us than guessing.
Everyone
- Photo ID for you and your spouse
- Social Security cards for anyone on the return
- Last year’s tax return, if we did not prepare it
- W-2s and all 1099s
- 1095-A if you had marketplace health coverage
- Bank routing and account number for your refund
Business owners
- Every bank and credit card statement for the year
- Settlement statements, if you drive
- Loan and equipment purchase paperwork
- 1099-NECs you issued or received
- Payroll reports, if you have employees
- Mileage log and home-office square footage
If it applies
- Mortgage interest (1098) and property tax bills
- Rental income and expense records
- Brokerage and crypto statements (1099-B)
- Student loan interest and tuition (1098-T)
- Childcare provider name, address and EIN
- Estimated tax payments you already made
Photographing documents with your phone
All four corners visible, flat surface, good light, no shadow across the page. One page per photo. A blurry W-2 costs a day of back-and-forth, and we cannot file from a document we cannot read.
Already emailed or texted us something?
Just tell us. We will move it into the portal and delete the message. It is not a problem. We would simply rather fix it than leave a Social Security number sitting in an inbox.
Not a client yet?
Start with a free quote. Once we agree on the work, your portal invitation follows the same day.