Secure Document Submission
Use this form to securely submit documents to Today CFO.
Welcome to Today CFO's secure document portal!
Please upload the following information, and any additional documentation requested from you by the team to begin your tax savings review:
Most Recent Tax Returns (business and personal)
Year-to-date (YTD) Income/Financials:
For Business Owners: YTD Business Profit Loss Statements and Balance Sheets (for all businesses; these do not need to be finalized/reconciled).
For W2-only Earners: Projected YTD income (W2, 1099, Investments) for both taxpayers, if applicable.
Any additional documentation or description that provides clarity on your total income for the current year.
Thank you.
*Notice: Only the uploaded returns will be included in the tax savings review and package cost. If additional business/returns need to be included, please provide details below.
Meet Kristen
Kristen Woolley is Today CFO’s Chief Tax Strategist, specializing in helping MSPs legally reduce their tax burden and reinvest savings into long-term growth. With deep expertise in tax planning for service-based businesses, she builds proactive strategies that boost cash flow and support sustainable scaling—all year round.
Back Office Guide
Financial Risk Assessment
Tax Compliance Checklist
Reasonable Compensation Report