Serving the san francisco bay area + beyond since 1976
Serving the san francisco bay area + beyond since 1976
50
years
EST. 1976
LIFE AT B+CO
client center
Where Careers + Culture Come Together
Whether you need to securely send us documents, make a payment, download our W-9, or find tax information, the B+Co Client Center is designed to make it easy.
Client Document Portal
Send + Access Documents Securely
Use our secure Client Document Portal to upload tax documents, financial information, signed forms, and other sensitive information requested by your B+Co team.
You can also access documents and information we’ve shared with you.
Client Payment Center
Pay Your Invoice + Keep Things Moving
Use our secure online payment center to make a payment to B+Co.
B+Co Form W-9
Need Our W-9?
Download B+Co’s current Form W-9 for vendor setup, payment processing, or your records.
Resources
Helpful Information + Trusted Sources
Tax and financial questions don’t always happen during tax season. These resources provide direct access to government agencies, forms, calculators, and other information you may need throughout the year.
Internal Revenue Service
https://www.irs.gov/Index of Applicable Federal Rate
Social Security Online
https://www.ssa.gov/Constitution of the United States of America
U.S. Bankruptcy Law
Chapter 11, Chapter 7 – do you know the difference? The Legal Information Institute, affiliated with Cornell University, provides an easy-to-use overview of bankruptcy law, statutes, regulations, decisions and rules. https://www.law.cornell.edu/wex/bankruptcy
U.S. Copyright Office
If you’re looking to protect an original intellectual work, here’s everything you need to know about securing and registering copyright. Includes links, legislation and frequently asked questions. https://www.copyright.gov/
United States Vital Records Information
Need an out-of-state birth, death, marriage certificate or divorce decree? This site guides you in obtaining these vital records. https://vitalrec.com/index.html
The National Fraud Information Center
Current information on the latest frauds from the National Consumer League.
https://fraud.org/
Consumer Information Center Main Page
The official federal consumer information center. https://pueblo.gpo.gov/Publications/PuebloPubs.php
California Franchise Tax Board
https://www.ftb.ca.gov/Employment Development Department
https://edd.ca.gov/California Secretary of State
https://www.sos.ca.gov/California State Home Page
https://www.ca.gov/California Attorney General’s Official Website
https://oag.ca.gov/California Charities
https://oag.ca.gov/charitiesCalifornia Taxpayers’ Association
CTA is a nonprofit organization dedicated to protecting taxpayers from unnecessary taxes and promoting efficient, quality government services. This site provides news, information and articles covering a wide variety of state tax and government issues. https://www.caltax.org/
State Tax Information Sites
Links to the departments of revenue sites for all 50 states. https://www.aicpa-cima.com/resources/article/taxes-states-departments-of-revenue-links
Small Business Taxes & Management
A resource page providing tax and management guidance to small and medium sized businesses and their owners.
https://www.smbiz.com/
The Payroll Taxes Information Site
This general information site includes calculators, news articles and federal and state reference material on payroll taxes. https://www.payroll-taxes.com/
College Board Online
An excellent college guide, from planning to paying and everything in between. https://www.collegeboard.org/
FinAid: The Financial Aid Information Page
The smart student guide to financial aid, from loans to scholarships. https://finaid.org/
Several web sites provide information on the various state plans, and also include calculators for other college expenses.See https://www.savingforcollege.com/ for general information on section 529 plans and for comparisons of the various state plans.
See https://www.scholarshare529.com/ for information and online enrollment for the CaliforniaScholarShare plan.
Resources
Helpful Information + Trusted Sources
Tax and financial questions don’t always happen during tax season. These resources provide direct access to government agencies, forms, calculators, and other information you may need throughout the year.
Annual Tax Guides
Tax laws, limits, deductions, and planning opportunities change from year to year. Our annual tax guides give you a quick reference to important tax information that may affect you, your family, or your business.
They’re a helpful place to start—but if something in the guide applies to a decision you’re considering, talk with us before you act.
2026 B+Co Tax Guide
Important tax rates, limits, deadlines, and planning considerations for individuals, families,and businesses.
Tax Forms + Useful Downloads
- Tax organizers (link to current Tax Organizer).
- Estimated tax payment instructions.
- Year-end tax planning checklists.
- 1099 preparation information.
- Business document checklists.
- New Client Intake Form
Looking for a Form or Document?
You don’t need to figure everything out on your own.
If you have a question about a document, payment, tax notice, deadline, or something changing in your financial life or business, reach out to your B+Co team.