Trusted Tools, Expert Guides, and Helpful Downloads — All in One Place.
At Tandy Consulting Inc., we believe in empowering our clients with the knowledge and tools they need to stay compliant, make informed decisions, and succeed in every stage of business. Whether you're launching a new venture, managing payroll, navigating tax season, or planning for long-term growth — this is your one-stop hub for helpful resources.
Up-to-date and easy-to-follow tax preparation guides, deduction checklists, and compliance timelines for individuals, small businesses, and nonprofits.
Essential documents for new and existing clients to streamline onboarding, bookkeeping setup, entity formation, and tax prep.
Breakdowns of entity types (LLC, S-Corp, C-Corp, Nonprofit, Trust), plus information on reasonable compensation, accountable plans, BOI reporting, and multi-state filings.
Locate your industry and get access to tax-saving tips, recordkeeping strategies, and industry-specific deduction worksheets — tailored for creators, therapists, real estate pros, and more.
Quick links to essential government portals: IRS transcripts, EIN applications, California Secretary of State, CDTFA, Franchise Tax Board, EDD, and more.
Stay ahead of deadlines with our tax calendar for business owners, nonprofits, and individuals.
Easily and securely send us your tax documents, financial statements, or other confidential files through our encrypted upload portal.
We know navigating tax and financial matters can feel overwhelming — which is why we’re committed to making complex information simple and accessible. These tools are designed to give you confidence, clarity, and support between appointments.
If you need help understanding any resource or don’t see what you’re looking for, contact our team — we’re always here to help.
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.
Share Us:
Follow Us:
Tandy Consulting
215 North Pomona Ave Ste 6
Fullerton, CA 92832
Phone: (949) 619-6383
Fax: (949) 619-6384
© 2024 Tandy Consulting Inc
