Download your checklist and securely upload your documents via our new portal:
1. Scroll to the top menu bar or click on the menu bar from your mobile device
2. Select 'Secure Document Upload'
3. Create an account to upload your documents securely and directly to us, as well as download files when they are ready
We can replace your back office with bookkeeping and payroll support. When it comes to complex issues, rely on us.
We’re dedicated to our clients. And we provide tax preparation & services and consulting with the IRS, FTB, EDD, and BOE. This keeps us current on tax law so we’re always ready for the toughest situations. For personal and business.
We develop strategies for both business and individual clients. Anywhere from entity formation to planning for your financial future. So let us tackle your most pressing financial issues.
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