C & B Financial Services LLC
Strengthening Personal and Business Finance Foundations Together
Log in

Welcome 👋

We are delighted to have you as part of our growing family of clients.

Please note: To access our client portal, please select a service on our website and await your email invitation to complete the registration process.

ℹī¸ About us

We started in 2012 with a simple goal: to offer great services with a personal touch.

Our journey has been all about building strong relationships with our clients and understanding their needs.

We're a small team, big on making things easier and more enjoyable for you.

Our services

  • Tax Services

  • Bookkeeping Services

  • Payroll

  • IRS Negotiations 

đŸ–Ĩ About the client portal

Your client portal is your go-to spot for everything we're working on together. 🙂

You'll find everything organized neatly for you — files, links, the latest updates on your projects, deliverables and details for billing, all in one spot.

Account setup

  • Click below to log in and access your custom portal.

  • If you haven't activated your account yet, please check your email for your special invite link.

Your financial success is our priority, and we are here to support you every step of the way.

 

Thank you for choosing C & B Financial Services, LLC with your financial needs. We look forward to serving you and helping you achieve your financial goals.

đŸ’Ŧ Contact