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Client Portal
HOME
SERVICES
INDIVIDUAL SERVICESCORPORATE SERVICESNONPROFIT SERVICESBOOKKEEPING SERVICESQUICKBOOKS SERVICESPAYROLL SERVICES401(k) SERVICESWHO WE WORK WITHTRANSPARENT PRICING
TAX
FILE YOUR TAX RETURNFILE AN EXTENSIONTAX PLANNINGTAX STRATEGY & ASSESMENTTAX-SMART FINANCIAL PLANNINGSALES AND USE TAXTAX DEDUCTIONS & STRATEGIESTAX HELP CENTERTRANSPARENT PRICING
RESOURCES
CALCULATORSDOWNLOADSPAY MY BILLTRUSTED PARTNERSTANDY'S TIPS NEWSLETTERTRANSPARENT PRICING
ABOUT
CALENDARCONTACT USCOMMUNITYOUR TEAMREVIEWSREFERRALSSUSTAINABILITY
Client Portal

Client Resources

Client Portal

As a valued client, you get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.

Whether you're at work, at home, or on vacation, you always have access to your tax returns, financial work papers, or accounting database.

This portal also allows us to work together efficiently by securely exchanging working documents, scanned receipts, and very large QuickBooks files.

Check out this video to see the portal in action. See how to use SmartVault to quickly and easily send files to the secure portal environment. (View client portal security measures.)

To start using the client portal please log in or Request Access.

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No matter where life takes you, our team is here for you

Proudly Based in Fullerton and trusted by clients in all 50 states.

We proudly support individuals and small businesses across Southern California and the Central Coast—including Orange County, Los Angeles County, San Diego County, Riverside County, San Bernardino County, Grover Beach, San Luis Obispo, and the Five Cities area. Our personalized tax and accounting solutions are designed to meet the diverse needs of clients throughout these communities.

📍 Fullerton
📍 Brea
📍 Placentia
📍 Anaheim
📍 La Habra
📍 Yorba Linda
📍 Buena Park
📍 La Habra
📍 Orange
📍 Garden Grove
📍 Cypress

📍 La Mirada

📍 Los Angeles
📍 Pasadena
📍 Glendale
📍 Long Beach
📍 Torrance
📍 Santa Monica
📍 West Hollywood
📍 Monterey Park
📍 Whittier
📍 Downey

📍 Dana Point
📍 San Clemente
📍 Laguna Beach
📍 Laguna Niguel
📍 Mission Viejo
📍 Aliso Viejo
📍 Lake Forest
📍 Rancho SM
📍 Ladera Ranch
📍 San Juan Capistrano

📍 Murrieta
📍 Temecula
📍 Menifee
📍 Wildomar
📍 Lake Elsinore
📍 Winchester
📍 Hemet
📍 Perris
📍 Canyon Lake
📍 French Valley

📍 Grover Beach
📍 San Luis Obispo
📍 Pismo Beach
📍 Arroyo Grande
📍 Oceano
📍 Shell Beach
📍 Nipomo
📍 Avila Beach
📍 Morro Bay
📍 Santa Maria
📍 Five Cities Area