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

Withdrawing cash at a low tax cost

November 9, 2020/in News, Tax Tips - Business/by Betty Kim

Owners of closely held corporations are often interested in easily withdrawing money from their businesses at the lowest possible tax cost.

Is your business closing amid the pandemic?

November 2, 2020/in News, Tax Tips - Business/by Betty Kim

Unfortunately, the COVID-19 pandemic has forced many businesses to shut down. If this is your situation, we’re here to assist you in any way we can, including taking care of the various tax obligations that must be met.

Buying and selling mutual fund shares: Avoid these tax pitfalls

October 20, 2020/in News, Tax Tips - Business/by Magdi Cook

If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares.

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Main Office
4350 Executive Drive
Suite 260
San Diego, CA 92121
858.549.7100

Beverly Hills Office
9595 Wilshire Blvd,
Suite 900
Beverly Hills, CA 90212
310.300.8480

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