For Clients
Send and receive documents, pay an invoice, or get your paperwork to us before your first meeting.
Existing clients
Pay by bank transfer (ACH) or card. Have your invoice number handy.
Please choose an office first.
New clients
Upload securely before your first meeting, so we can hit the ground running.
Every file travels through ShareFile, encrypted in transit and at rest. Nothing is uploaded to this website. Not sure where to start? Call (951) 303-1105.
Welcome to the firm
To scope your engagement, we start by reviewing your two most recent tax returns. Here’s how to send them securely.
Sending documents doesn’t create a client relationship. Our work begins once you’ve signed an engagement letter.
What happens next
Once we’ve reviewed your returns, we’ll contact you to schedule your consultation.
Resources
Articles and tools on tax planning, business growth, and recordkeeping.
How we secure your documents, from the moment you upload them to the day they’re archived.
Call us and we’ll walk you through it by phone.