Client Resource Center
Strategic Financial Management Tools for Clients of Jeff Baker & Associates
At Jeff Baker & Associates, we prioritize secure, seamless access to the tools you need to manage your financial information with confidence. Here you’ll find everything you need to upload documents, make payments, complete forms, and stay informed — backed by our experienced CPA team serving Tacoma and Pierce County.
Access to Documents, Payments & Updates
Secure Client Tools
Manage your essential financial tasks easily and securely through the resources below. Access document uploads, make payments, onboard as a new client, complete surveys, and stay up to date with important firm news.
Secure Tax Document Upload
Upload your tax and financial documents through our encrypted portal. Your information is protected by advanced security standards.
Pay Your Invoice Online
Submit your payments securely through our trusted online payment gateway.
New Client Onboarding
Begin your relationship with Jeff Baker & Associates by completing our streamlined new client intake process.
Client Experience Survey
We value your feedback. Help us continue to deliver outstanding service by completing our quick survey.
Firm News & Tax Updates
Stay informed on important tax deadlines, firm news, and financial best practices for Tacoma and beyond.
TACOMA’S TRUSTED TAX EXPERTS
About Jeff Baker & Associates
Since 1981, Jeff Baker & Associates has been a trusted partner to businesses, individuals, and estates throughout Tacoma and Pierce County.
Our CPA firm is built on precision, proactive planning, and a commitment to long-term financial health.
Real Stories. Real Results.
Why Choose Jeff Baker & Associates?
At Jeff Baker & Associates, our clients’ success stories speak volumes. Hear directly from individuals and businesses who have trusted us to guide them through complex financial landscapes with expertise, precision, and care.
Caroline and her team have changed my life! I met Caroline and her team about 5 years ago, I’m a small business owner and had been using Turbo Tax, and every year I owed huge tax amounts. When you are a small business owner keeping as much cash in house is so important and because of Caroline and her team I learned that I had not been maximizing my benefits.
She and her team not only helped me capture all my deductions but also gave me options such as retirement contributions, understanding how to purchase items I needed and even strategically planning out my taxes for this year.
They also helped make sure that I wasn’t reducing my income too much so that I was able to go through the home buying process to purchase my first home, where they helped me provide what was needed to make sure that my loan officer was comfortable what was shown on my taxes and financials.
All in all they have changed my life, I have a better understanding of my business, my taxes, and my benefits all because of Caroline and her team at Jeff Baker and Associates!
I cannot recommend them enough.
Take The Next Step
Schedule Your Free Consultation
Ready to experience the difference that expert financial guidance can make? Contact Jeff Baker & Associates today to schedule your free consultation. Our team is ready to help you achieve your financial goals with personalized solutions and expert guidance.
Serving Tacoma and Pierce County with excellence since 1981
With over 100 years of combined experience, we are confident that we can provide the tax and financial assistance that best fits your business or personal needs. We pride ourselves on being proactive and responsive to our clients’ inquiries and suggestions
ADDRESS
13400 Pacific Ave South, Ste 102 & 202 Tacoma, WA 98444
Note: The client entryway is downstairs in Suite 102.
RESOURCE
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