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Client Portal

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Our processes and technology solutions provide more efficient and cost-effective service delivery to our clients.

Herbein is pleased to offer a page dedicated to client resources and links.

You can count on us to share our insights on the issues that matter to you and your business. As one of the region’s leading CPA advisory firms, we leverage our knowledge and resources to create value for our clients.

As we continue to grow, we are pleased to welcome clients from recent mergers.

Our firm is poised to work with your current engagement team and provide our hallmark award winning service.

Welcome!

Creese, Smith, Hune & Co - November 1, 2023
Cappelletti, Pinter & Company, P.C. – January 1, 2022
The LaMastra Group, P.C. – January 1, 2022
Tubiello-Harr & Associates, LLC - October 2, 2021
Mosteller and Associates - July 1, 2021

Resources

Educational Resources

We're committed to staying on the cutting edge of financial, regulatory, and business developments by providing a wide range of thought leadership.

Herbein Insights

1099 Information

If you engage Herbein to prepare your required 1099s, please use this file to compile your 1099 information and send the file securely to your Herbein contact using Sharefile.

Download template

7216 Consent Form

We place a high value on your privacy and the security of your personal information. There are current federal regulations in place to ensure that all tax preparers handle their clients' information with care. Read more about 7216 Consent Forms and how they apply to you.

Learn More

SafeSend Returns

SafeSend returns allows Herbein to securely deliver tax returns electronically. You may receive your return via Herbein and SafeSend.

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Pay Online

Herbein is pleased to offer our clients an online payment solution called QuickFee.

About QuickFee

Tamarac Portal

Herbein Financial Group clients can access Tamarac which is designed to assist in managing client portfolios, providing performance reporting, and streamlining varies aspects of investment management.

Learn More