Client Portal Instructions
Client Portal Instructions
Access to the Client Portal is granted by the staff at Erica Hope Guatieri, CPA, MST. To access the Client Portal, fill out the form below titled “Request Portal Access”. You will receive an email inviting you to activate the portal account. If you have already activated your Client Portal account, click the link below titled “Client Portal Access”.
If you have any questions or difficulties accessing the Client portal, please call us directly.
Request Portal Access
How Will You Benefit
Having a CPA is not only beneficial for tax time but also to help with your long-term financial goals and planning. Here are just a few ways a CPA can help:
- Tax planning throughout the year to make sure you are not missing out on any tax savings opportunities.
- Setting up a new business, specifically, entity type selection.
- Retirement account distribution or contribution planning.
- Compiling financial statements to help obtain mortgages or other business financing.
Client To-Do List
Click below for a checklist to help guide you in compiling your information for the tax year.