Sunwoo Group Inc. — Accounting • Tax • Financial Planning • Investment Advisory • Business Valuation
SW CPA INC. is a CPA firm registered with the California Board of Accountancy.
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Submit / UploadA Smarter, Easier, and Safer Way to Submit Your Documents
SW CPA provides a submission system designed for maximum convenience,
similar to TurboTax-style digital submission
— but with a major difference:
Unlike self-service platforms, every document you submit is personally reviewed, verified, and finalized by a licensed CPA.
Your information is not simply “uploaded”; it is analyzed, corrected when needed, and completed with professional judgment. This means:
You don’t carry the burden of making complex tax decisions alone.You receive a far more accurate and reliable final result.Errors, omissions, and costly mistakes are prevented through expert review.
We also minimize repetitive data entry by automatically loading prior-year information,
basic profile details, family data, and income structures whenever possible.
You only enter what is actually necessary — we handle the technical analysis.
All documents are transmitted through an encrypted secure system, ensuring that sensitive tax data is fully protected from exposure.
Both form submission and document upload can be completed directly on this page for a streamlined and secure experience.
Submit Forms (Online Questionnaire)For tax preparation or financial consultations, please complete the secure online intake form below.
This form collects:
Personal informationFamily/household detailsIncome & deduction informationAdditional items needed for your tax return or planning session*All information is encrypted and protected through our secure system.
Secure Document UploadYou may upload all required documents for any service
— personal tax returns, business tax filings, accounting, or financial planning — through the secure upload tool below.*All files are encrypted during transfer and stored safely.
Examples of Required Documents*To help you prepare, here are common documents needed for Personal Tax Returns and Financial Planning / Investment Advisory:-
Personal Tax ReturnPrior-year tax returns (1040, W-2, 1099)Pay stubs1099-INT / 1099-DIV1099-B (stocks/crypto sales)Rental income & mortgage/1098Business income 1099-NEC / expense listEducation forms (1098-T)Medical receipts & deductionsDonation receiptsIdentity, dependents, SSN infoIRS/FTB noticesPrior-year tax returns (1040, W-2, 1099)* Additional documents may be requested depending on your goals and situation.
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Financial Planning & Investment AdvisoryInvestment statements (Brokerage / ETF / Mutual Fund / Stocks)Retirement account statements (401k, IRA, Roth, TSA, SEP, SIMPLE)Insurance documents (life/disability/LTC & illustrations)Annuity contracts & payout historyMonthly cash-flow sheet (income/expenses list)Real estate portfolio details (purchase price, loan balance, market value, rental income)Education planning details (goal, timeline, expected cost)Goals & financial priority documentsAsset & liability summary (Net worth list)Foreign asset documents (FBAR/8938)Estate/gifting structures (trust, will, beneficiary settings)Investment statements (Brokerage / ETF / Mutual Fund / Stocks)* Required documents vary by service type.
How to Submit Your Documents-
STEP.1Click on the ‘Submit Documents’ button below to upload your files securely.
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STEP.2Once a new window or webpage with our logo and “SW CPA Inc” on the top is open, click the Upload button under the “Guest Exchange” section on the right.
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STEP.3Enter your name and email on the left and feel free to add any notes in the message box.
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STEP.4Click the Select button on the right, drag and drop multiple files, and click Open. On smartphones, you can use the Camera option to take photos directly.
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STEP.5Once all files are selected, click the Upload button at the bottom to complete the process.
Upload
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