R.L. DePanfilis & Company, LLC

  Home  •  About Us  •  Services  •  Partners  •  Resources  •  News & Updates  • Identity Theft  • Links  •  Contact  

Client Portal:

As a valued client you get a secure, password protected portal were you can access your important financial documents from anywhere at any time. This portal also allows you to securely exchange working documents, receipts and large files to us.

Please call our office so that we can set up your account. Once your account is complete, you will receive an e-mail giving you all the important information to login.

You can login by clicking on this link: Portal

Financial Guides:

Am I Having Enough Withheld?

Establishing a Budget

Evaluating a Job Offer

Record Keeping for Your Own Business

Saving for Retirement and a Child's Education at the Same Time


Financial Calculators:

Debt Payoff Optimization Debt Consolidation Personal Cash Flow Worksheet Net Worth


Loan/Mortgage Payment Adjustment Calculator



Important Documents:

Select a document you wish to view:

Documents are available online in Adobe® PDF format.
You will need the free Adobe Acrobat® Reader to view them.