Broker Check

The Leist Group, LLC

(262) 796-1674

Tax Client Information

Thank you for choosing The Leist Group, LLC, for your tax preparation needs! Please use the link below to securely send us your tax information, or to pick up a copy of a previous tax return for your printed or digital files.

To upload your tax forms to us, please click on the secure link below. You will be prompted for your Username and Password under "Portal Sign In," or if you do not wish to register, you may use the "Guest File Transfer" Upload button. Your documents will be uploaded to our tax preparers and our Tax Coordinator, Nadine Stevenson, will reach out to you within 24 hours (except over the weekend) to schedule your delivery, which is typically 14 days later.

After your tax delivery appointment you will receive an email with a link to download your tax return securely using the “Guest File Transfer” option, or you can click on the secure link above. Simply follow the instructions within your email to download your digital copy, which you can save on your computer or print for your files.

 As always, if you have any questions, please reach out to us at (262) 796-1674, or email