Client Portal
Sign In to the Client Portal
Tax clients and EA students share one account. Enter your email to receive a one-time code — no password needed.
Account & Orders
Profile, order history, payment receipts, and invoices.
EA Student Area
Video lessons, cohort notes, and progress. Activated upon EA course enrollment.
Tax Services
Annual tax planning appointments, filing status updates, document checklists, and engagement letters.
Wealth & Trust
Annual review of family trust, gift, and estate plans, and trustee matters.
Tax Calendar
Key Dates for the 2027 Filing Season
Federal (IRS) and California (FTB) deadlines; dates falling on a weekend or holiday move to the next business day. For extensions or estimated tax calculations, please contact us two weeks in advance.
- Jan 15Q4 2026 estimated tax (federal and California)
- Jan 31W-2 and 1099-NEC furnishing and filing
- Mar 15Partnership / S-Corp returns, Form 1065 · 1120-S, or file an extension
- Apr 15Individual and C-Corp returns, Form 1040 · 1120; FBAR; Q1 2027 estimated tax (federal and California)
- Jun 15Q2 2027 estimated tax (federal and California)
- Sep 15Q3 estimated tax (federal only — California has no third installment); extended 1065 / 1120-S due
- Oct 15Extended individual and C-Corp returns, Form 1040 · 1120; final FBAR deadline
To protect your information, please do not send SSNs, ITINs, or bank account numbers by regular email. Contact us for a secure upload method.