Client Center Directory
Welcome to the Client Center!
We hope you find everything you need.
For additional assistance please call our office at:
925-600-8500
TAX ORGANIZERs
Use our tax organizers to gather all the information necessary to prepare your tax returns.
Document Submission
There are multiple ways to submit your documents to our office securely and efficiently.
Make a Tax Payment
Pay your tax bill online directly through the IRS and California Franchise Tax Board.
Client Sharefile Account
Log in to access your tax returns securely from anywhere at any time.
additional RESOURCES
Various resources to provide education and tools to aid in navigating complex issues.
TRACK MY REFUND
Check your refund status with the IRS and California State Franchise Tax Board.