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 online forms.
- Tax returns and W-2/1099 forms
- Social Security numbers and IDs
- Bank information and payroll records
- Business, farm, ranch, and bookkeeping records
Use the office-approved process
Chandler Tax Service will provide instructions for sensitive records when needed. Do not use normal email or public online forms for tax documents, IDs, bank information, or payroll records.
- Office information and directions
- Office guidance before sensitive records are exchanged
- No public tax-document upload form
- Careful handling for private financial details