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Client Portal
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9930 Research Drive, Suite 100
Irvine, CA 92618
(949) 640-1333
Fax (949) 640-6842
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We have created a client portal to allow the exchange of files in a secure manner. We have to create the account for you, so let us know you would like access and what information you would like to be able to access. For instance we could share copies of tax returns, spreadsheets or other information. Once we create the account you will be sent an email to login in and create a password.
If we have already created your account you may sign in below.
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