Welcome to the Client Center!

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CLIENT PORTAL

As a client with our firm you have access to a private client portal, which is a secure and convenient way to send and receive documents with our office electronically.

RESOURCES

We offer our clients various resources to provide education and tools to aid in navigating complex issues.

TAX ORGANIZER

Our annual tax organizers will assist you in gathering all the information necessary to begin preparation of your tax returns. Click here to download yours and get started today!

Pay My Invoice

Pay your invoice via credit card or ACH transfer using our online virtual terminal.

Make a Tax Payment

Ready to pay your tax bill? Click here to access various online payment options through the IRS and California Franchise Tax Board.

TRACK MY REFUND

Looking for an update on your tax refund? Click here to check your refund status with the IRS or California State Franchise Tax Board.