Client Portal

Confidential Document Submission Portal

Please upload the documents requested by John C. Gross III Advisory. You do not need to upload everything at once. Start with the documents you currently have available, and our team will follow up if anything additional is needed.

You may return to this page later if you need to submit additional documents.

Before You Begin

A few simple notes to make the review process easier.

Partial uploads are acceptable if some documents are not ready yet.

Please use clear file names when possible.

Our team will review what was received and follow up if anything appears missing.

This submission begins review. It does not mean your planning process is complete.

Document Checklist

Helpful Documents to Submit

The documents below help our team review your current planning, financial, tax, insurance, estate, and business position. If you do not have every item available, please upload what you have now.

Business Documents

  • Last 3 years of business tax returns

  • Current profit and loss statement

  • Current balance sheet

  • Ownership or entity documents

Personal Documents

  • Last 3 years of personal tax returns

  • Personal financial statement

  • Recent bank statements

  • Investment account statements

Estate & Insurance

  • Existing wills or trusts

  • Powers of attorney

  • Healthcare directives

  • Life insurance policies

Real Estate & Other

  • Property deeds

  • Real estate documents

  • HUD-1 or closing statements

  • Other requested documents

Upload Area

Submit Your Documents

Please complete the fields and upload your documents in the appropriate category. If a document does not clearly fit one section, you may place it under “Other Supporting Documents.”

Suggested file naming format:

LastName_DocumentType_Year
Example: Smith_TaxReturn_2025

Secure Upload Zones

Confidential Handling

Your Information Is Handled With Care

Your documents may contain sensitive personal, financial, business, tax, insurance, estate, or real estate information. Our team limits access to authorized personnel involved in your review.

Secure Submission

Documents are submitted through a secure upload process designed for confidential client materials.

Limited Access

Submitted documents are reviewed only by authorized team members involved in your case.

Careful Review

Our team identifies what has been received, what may still be needed, and any follow-up questions.

Need Help?

Need Assistance Gathering Documents?

If it would be easier, our office can coordinate with your CPA, attorney, bookkeeper, or other professional contact to help gather the requested documents.

Please provide the professional’s name, email address, phone number, and the type of documents they may have available.

John C. Gross III Advisory · Confidential Document Intake · This portal is for requested client documents only.