top of page

CLIENT 411

SmartVault client portal

Login to access your secure client portal

Internal Revenue Services

Get your refund status,

make a payment, etc.

California Franchise Tax Board

Get your refund status,

make a payment, etc.

ENGAGEMENT LETTER
FOR INDIVIDUALS

Required before we can complete your tax return.

ENGAGEMENT LETTER
FOR BUSINESSES & TRUSTS

Required before we can complete your tax return.

bottom of page