R.L. DePanfilis & Company, LLC
CERTIFIED PUBLIC ACCOUNTANTS AND BUSINESS CONSULTANTS

 
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Resources

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.