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Client Resources

We’re Here to Help!

Our mission is empowering people to take charge of their money matters. We believe that the more you know, the better equipped you are to make informed decisions.

Here are some tools, forms, and other handy resources to help you better understand your finances and make them work for you.

Client Portal
Sign into our ClientAxcess portal to securely send us important documents. Login Make a Payment
Social Security Administration
Social Security Online Services
College Savings

Saving for College
UPromise

Request for Copy of Tax Return

Form 4506 (Instructions Included)

Application for Employer Identification Number

Form SS-4
Instructions for Form SS-4

Employee’s Withholding Allowance Certificate

Form W-4 (Instructions Included)

Request for Taxpayer Identification Number and Certification

Form W-9 (Instructions Included)
Instructions for Form W-9

Employment Eligibility Verification

Form I-9 (Instructions Included)

Please note: These links are provided as a convenience and for informational purposes only; they do not constitute an endorsement or an approval by Spinelli CPAs of any of the products, services or opinions of the corporation or organization or individual. Spinelli CPAs bears no responsibility for the accuracy, legality, or content of the external site or for that of subsequent links. Contact the external site for answers to questions regarding its content.