Secure Document Submission Instructions
Last updated: June 2026
Please do not send Social Security numbers, tax returns, bank statements, identification documents, or other sensitive information through the website contact form or by unencrypted email.
How to Send Documents Safely
After you contact us and we confirm we can assist you, we will provide you with a secure document-upload link. All client documents are shared through an encrypted, password-protected portal — not through email or this website's contact form.
Step-by-Step Process
- Contact us by phone (718-952-2099), email (info@cheongcpa.com), or the website contact form.
- We will respond and discuss your needs.
- Once we confirm we can help, we will send you a secure upload link or portal invitation.
- Use that link to upload your documents. Do not send documents by regular email or through this website.
What Not to Send Through This Website or Email
- Social Security numbers (SSN) or Individual Taxpayer Identification Numbers (ITIN)
- Tax returns or tax transcripts
- Bank account or financial account numbers
- Bank statements or financial statements
- Passports, driver's licenses, or other identification documents
- W-2s, 1099s, or other income documents
- Passwords or login credentials
Questions
If you are unsure how to share a document with us, please call or email us before sending anything. We are happy to guide you through the process.
- Phone: 718-952-2099
- Email: info@cheongcpa.com