DEADLINE April 15th

Please Read


  • All forms and/or additional support documents must be uploaded/submited by March 25th,

  • If you upload/submit your documents after March 25th, . We are offering to file an Extension. We cannot ensure we can file your Income Tax by the Tax Deadline April 15th,

  • You can make your appointment using WhatsApp Click Here

How to use the Client Portal

Your Account

How can I login into my account?

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How can I login into my account?

  • Open My Account Menu, then click Sign In
if you have any trouble opening your account, please feel free to contact us at  818 995 1027
Soporte disponible también en Español

I don't have an account, how can I open my account?

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Opening your New Account

Due to the Covid-19, our new site will not allow you to open your Document Manager Account by yourself.

Please call the office and ask for Ricardo, we will help you opening your account 818 995 1027

Abrir una Nueva Cuenta

Debido a la situación actual con el Covid-19, nuestro sistema no le permitirá abrir una cuenta por usted mismo.

Por favor, llame a la oficina y pregunte por Ricardo, nosotros le ayudaremos a abrir su cuenta online 818 995 1027

I forgot my password, how can I reset my password?

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Let's reset your password

Our site allows you to reset your Account password by yourself, to do so:

  • First Click Here , this link will open a new page (same as image below), then enter your information, Email Address, last 4 digits of your social security or EIN, and click "Email password reminder" button
  • Check your Email Inbox, you will received our Welcome Email with the instructions and a Temporary Password
  • REMEMBER TO CHANGE YOUR TEMPORARY PASSWORD AFTER YOUR SIGN IN
    Click Here to see how to change your password
if you have any trouble opening your account, please feel free to contact us at 818 995 1027

Where are my files?

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Where are my files?

  • Once you have successfully sing in, Click "Published Documents" (as shown in the image below).
  • You can double click on the file you want to view or download, or make a right click and save the file as PDF, (As shown in the image below).
if you have any trouble accessing your published documents, please feel free to contact us at 818 995 1027

How to upload my documents

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Upload documents

  • Once you have successfully sing in, Click "Published Documents" (as shown in the image below).
  • You can double click on the file you want to view or download, or make a right click and save the file as PDF, (As shown in the image below).
if you have any trouble accessing your published documents, please feel free to contact us at 818 995 1027

I got an email notification about new files, but I don't see any attachment.

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if you have any trouble finding your documents, please feel free to contact us at 818 995 1027
Soporte disponible también en Español