An accounting firm that tells you what it needs, before you have to ask
Most firms still run on email, phone calls and a pile of paper in April. We built our own client system so you always know what is done, what is missing and what is due.
What changes for you
Your year with us
What happens, and when. You are never left guessing.
- 01Every month
We check that each bank and card statement has arrived, and file it under the right business.
- 02Three months before a deadline
Your portal lists the documents we need for it, with an upload button for each.
- 03Every month until it is complete
A short reminder for anything still missing — in your language.
- 04When it is filed
Your finished return is ready to download in your portal.
- 05Any time a letter arrives
Send a photo. We record the response date and tell you the next step.
Your documents stay protected
The way we handle your papers is part of the service.
Links that expire
Upload links work for 14 days and can be switched off at any time.Two-step sign-in
Your portal asks for a code from your phone, not only a password.Only your team
Your file is open only to the people who work on it at QC Tax.Every change recorded
Uploads and changes to your file are logged, so nothing happens silently.Questions about working with us
Can I still meet you in person?
Yes. We meet at our Covina office or by video, in English or Chinese. The portal is there so you do not have to come in for every document.
What if I am not comfortable with apps?
You do not need an account to send us documents. We text or email you a secure link; tap it, take a photo, done.
Who can see my documents?
Only the QC Tax team members who work on your file. Every upload and change is recorded.
See how it works for your business
Book a free 20-minute consultation at our Covina office or by video, in English or Chinese.
Book a free consultation