Introducing Client Portal


In our efforts to help fight off Scammers and prevent Identity Theft, we are introducing a new and improved way to send and share documents.

Client Portal is a smarter way to Securely store, track, and share documents with our clients.

With Client Portal, we will...

  • Eliminate insecure e-mails

  • Securely share documents within our office and with our clients

  • Quickly see when documents were uploaded, downloaded and...

  • Our customers can have 24/7 Access to their Tax Return Copies and W2's

*Please look out for a Registration email from us so that you can Register with Client Portal... Coming Soon!

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9457 Cedar Glen PL

Rancho Cucamonga, ca 91730
Oaktreeservices627@yahoo.com

Tel: 626-967-5512

2nd Tel: 909-360-1003

Fax: 626-858-4637

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