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Tax Advisory Services
Tax & Financial Tools
Tools to Simplify Your Tax Process
Access Intuit secure portal to upload your tax documents and access important files anytime.
Client Login
Log in to your client portal to check the progress of your tax return or case.
Refer to this list to verify that you have gathered all tax documents issued by federal, state, and local tax authorities.
2025 Tax Organizer — Kindly use this document to assist in compiling the required documentation for your tax filing.
Engagement Terms
Kindly review the terms outlined in this letter prior to retaining our firm for tax preparation services.
Franchise Tax Board Power of Attorney.
Important: You will be contacted by the FTB via phone and mail to confirm the authenticity of your authorization. Failure to complete this verification will result in rejection of the form and restricted access to your tax records.
Tax Help & Resources
Federal Tax Info
Official federal tax resources
To file the FBAR as an individual, you must personally and/or jointly own a reportable foreign financial account that requires the filing of an FBAR.
State Tax Info
Resources for state tax info.