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

What tax records can you throw away?

October 16, 2020/in News, Tax Tips - Business/by Magdi Cook

October 15 was the deadline for individual taxpayers who extended their 2019 tax returns.

The tax rules for deducting the computer software costs of your business

September 28, 2020/in News, Tax Tips - Business/by Magdi Cook

Do you buy or lease computer software to use in your business? Do you develop computer software for use in your business, or for sale or lease to others?

Business website costs: How to handle them for tax purposes

September 21, 2020/in News, Tax Tips - Business/by Magdi Cook

The business use of websites is widespread. But surprisingly, the IRS hasn’t yet issued formal guidance on when Internet website costs can be deducted.

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

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9465 Wilshire Blvd,
Suite 300
Beverly Hills, CA 90212
310.300.8480

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