Start Your Financial Journey Today
Whether you need immediate assistance, want to schedule a consultation, or prefer to get started online, we're here to help you take control of your finances.
Choose the option that works best for you:
Call Now
Speak with our team immediately. Available during business hours.
Direct line • No wait time
Schedule a Call
Pick a time that works for you. Our experts will call you.
Flexible scheduling • Your timezone
Create Account
Access your secure portal. Upload docs, make payments & more.
Secure • Instant access • 24/7
Make Payment
Pay your invoice or make a custom payment securely.
Secure payment • Multiple options
Why Choose CPS?
Comprehensive Services
Tax preparation, bookkeeping, payroll, CFO services, digital marketing, and more—all under one roof.
Expert Team
CPA-credentialed advisors with years of experience serving individuals and businesses across all industries.
Secure Portal
Upload confidential documents, make payments, track progress, and communicate with your advisor—all in one secure place.
Personalized Solutions
We don't believe in one-size-fits-all. Every client gets a customized strategy tailored to their unique situation.
Transparent Pricing
No hidden fees. Clear, upfront pricing for all our services. You know exactly what you're paying for.
24/7 Portal Access
Access your account anytime, anywhere. Upload documents, check status, and communicate with our team on your schedule.
Your Secure Client Portal
When you create your account, you get instant access to a powerful portal designed specifically for our clients:
💡 Pro Tip
Staff members can guide clients to create an account to get started immediately, without waiting for a consultation.
✓ Quick Start
Account creation takes less than 2 minutes. Start uploading documents right away.
🔒 Secure
All data is encrypted and protected. Your confidential information is safe with us.
Our Services
Frequently Asked Questions
What happens after I create an account?
You'll immediately get access to your secure portal where you can upload documents, make payments, and communicate with our team. A team member will reach out within 24 hours to discuss your needs.
Is my information secure?
Yes. We use bank-level 256-bit SSL encryption to protect all your data. Your confidential information is safe with us.
Can I upload large files?
Yes. Our portal supports large file uploads for documents like tax returns, financial statements, and receipts.
How quickly will someone respond to me?
We typically respond within 24 hours during business days. For urgent matters, call us directly at 1-888-490-0100.
Do I need to schedule a call to get started?
No. You can create an account and start uploading documents immediately. We'll follow up with you to discuss your needs and next steps.
What services can I get through the portal?
Through the portal, you can access tax preparation, bookkeeping, payroll, CFO services, and more. All services are available to portal members.
Ready to Get Started?
Choose your preferred way to connect with us. We're ready to help you take control of your finances.