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Client Portal

Our Client Access Portal allows you to quickly and easily notify the Spero team in a secure and efficient manner by providing a means to upload your tax documents, notify us of any personal and/or professional changes, and to contact us with any questions you may have.

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We at Spero Partners treat your sensitive personal and business information confidentially and securely. Our file upload is equipped with a multi-layer security architecture to help protect against security issues and to prevent unauthorized access to our systems.

1

Client Updates

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Keeping your profile up to date will help ensure a more streamlined experience when tracking credit recoveries and receiving account information. 

2

Schedule K-1 Request

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Make sure you have everything you need at tax time. Request your Schedule K-1 in advance of your tax filing preparations. 

3

Planning Meeting Preparation

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Your corporate structure works best when utilized to its full potential. Submit your documents in preparation for your in depth review, assessment, and plan for the upcoming year. 

4

Report Recovery

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Upload copies of your recovery to report to Spero Partners.

5

IRS Correspondence

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You may be notified via mail of additional items requested by the IRS. Please upload any correspondence as soon as possible to ensure a timely response.

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1013 Edenton Street

Birmingham, AL 35242

info@spero.partners

IRS Circular 230 Disclosure: To comply with certain U.S. Treasury regulations, we inform you that, unless expressly stated otherwise, any U.S. Federal Tax advice contained in any Spero communication, including attachments, was not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding any penalties that may be imposed on such taxpayer by the Internal Revenue Service. In addition, if any such tax advice is used or referred to by other parties in promoting, marketing or recommending any partnership or other entity, investment plan or arrangement, then (i) the advice should be construed as written in connection with the promotion or marketing by others of the transactions(s) or matter(s) addressed in this communication and (ii) the taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

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