Client Portal

Welcome to your Client Portal

Here you can log into your secure document upload server. We update the resources on this page regularly to ensure that you have the latest forms and insights to make your experience seamless.

To upload and view your documents securely,

please click the link below and you will be redirected to our secure client login.

Business Tax Tips

New California sales and use tax rates take effect on April 1, 2021

New California sales and use tax rates take effect on April 1, 2021. The CA Dept. of Tax and Fee Administration (CDTFA) has announced new rates

Tax implications of buying or selling a business

Buying or selling a business may be the largest transaction you’ll ever make. Pay attention to taxes. After a deal is done, it may be too late to get the best tax results.

Buying an electric vehicle? What is the tax credit available

Although electric vehicles (or EVs) are a small percentage of the cars on the road today, they’re increasing in popularity all the time. And if you buy one, you may be eligible for a federal tax break.