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Client Portal
The new Cohen & Gottlieb CPA P.C. Client Portal is now available. This portal securely stores client documents, such as prior year tax returns, that our clients have access to any time from their computer or smart phone. Clients can securely upload their tax documents to the portal and are alerted through email notifications each time a document is received from or posted for them. The Cohen & Gottlieb CPA P.C. client portal is our preferred method for document receipt, tax return review and e-signing of tax returns.
Please note, you can still communicate with your tax professional by phone, email or by setting up an in-person office meeting.