Client Portal

We are in the process of utilizing our professional software to create a secure client portal for each of our clients. You will be able to access your client portal soon; we will notify you when this option is available.

Currently you can upload documents using the secure Hightail link below OR you can transmit files to our secure Dropbox account by sending them to: All uploads go to the office manager who will then distribute them appropriately.

If you have multiple documents to upload, you can save yourself time by zipping the files into one folder. For instructions on how to zip files, please click on this file: Zipping Files

Hightail Link:



Internal Revenue Service - Where's my Refund?

CA Franchise Tax Board - Where's my Refund?

Pay my Federal Tax Bill Online

Pay my California Tax Bill Online

Request my Federal Tax Transcript


forms you may need

Power of Attorney

Tax Information Authorization

Federal Change of Address

California Change of Address

Blank Tax Organizer