Share Safe Utilization

Dear Clients and Friends,
As we continue to monitor and adjust to developments related to the Coronavirus pandemic, the environment has proven our technology investment in recent years is paying dividends. In that we are unable to currently meet with you personally, we can utilize technology to help us all get through this together.
By using our Share Safe secure email system, you can easily transfer information to us. We can also establish a portal site for you as well.
Please email your CJBS partner to receive a link to securely transfer documents through Share Safe.
More News & Insights
Dear Clients & Friends, As we move into the heart of fall, our team is ready to assist you in finalizing your 2024 tax filings. The individual tax extension deadline is approaching on October 15, 2025. If your return is on extension, we encourage you to submit any outstanding tax documents as soon as possible to […]
Dear Clients & Friends, September is here—and so is extension season. If your return is on extension, please send any outstanding documents now to keep filing smooth and on time. How to Send Documents (Securely) Upload via the Client Collaboration HUB, Client Portal, or ShareSafe. Our team can help if you need access or a […]
At CJBS, our commitment to serving others extends far beyond our work in accounting, tax, and advisory services. It starts with our leadership team, whose dedication to their communities reflects the values we uphold as a firm. We believe that being a trusted advisor means more than helping our clients thrive financially—it also means showing […]
On July 4, 2025, President Trump signed a major piece of tax reform legislation into law. Nicknamed the “One Big Beautiful Bill,” it represents the largest update to the U.S. tax code in decades. Starting in 2026, these changes will touch nearly every taxpayer—whether you’re an individual filing a simple return, a high-net-worth family with […]
Dear Clients & Friends, August is here, and our team is already focused on a smooth fall filing season. Extension Deadlines Time to get organized! September 15 (business) and October 15 (individual) are around the corner. Send any outstanding tax documents now so we can finalize your return without delay. Questions? Your CJBS advisor is […]
Dear Clients & Friends, We hope your Fourth of July was both safe and memorable. To mark the holiday, our team wrapped up early on July 3 so everyone could recharge and spend quality time with family and friends. Mid-Year Financial Check-In The halfway point of the year is the perfect moment to review your […]