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

Don’t forget about your FSA funds

Many employees take advantage of the opportunity to save taxes by placing funds in their employer’s health or dependent care flexible spending arrangements (FSAs).

Health Savings Accounts for your small business

Small business owners are well aware of the increasing cost of employee health care benefits. As a result, your business may be interested in providing some of these benefits through an employer-sponsored Health Savings Account (HSA).

California Franchise Tax Board (FTB) Updated COVID-19 FAQs

Updated COVID-19 guidance is available from the California Franchise Tax Board (FTB). The FTB has beefed up its Frequently Asked Questions (FAQs) by adding to the Teleworking and the Stay at Home Executive Orders.