Client Resources
Client Resources
Secure tools and information to help you work with Cruz Financial Services.
New Client Intake & Document Submission
New clients can use the secure intake form to provide contact information, service needs, and supporting documents.
Open Secure Client Intake Form
Pay Your Invoice
Clients who have received an invoice from Cruz Financial Services should use the secure payment button included in their invoice email. Each invoice contains its own payment page and amount.
If you need your invoice resent, contact inez@cruzfinancialservices.com or 704-769-0124.
Appointments
Tax and bookkeeping consultations are scheduled online based on the live availability shown on the booking calendar.