At Portnoy CPA, we understand that you are looking for more than just an accountant. You are looking for a trustworthy financial advisor. Our firm prides itself on having its finger on the pulse of today's economy and our clients' financial situations, whether that be personally or at a business level. Beyond our technical ability, our collaborative model ensures that your needs are always met in a timely and efficient manner.
With offices in Jacksonville and St. Augustine/Nocatee, Portnoy CPA provides services to individuals and businesses. Also, as a firm utilizing cutting edge technology, we are able to satisfy the needs of our clients outside of the Sunshine State.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
What do accountants do with themselves after tax season? Actually, the same thing they do during busy season: They work hard for their clients. The only difference is that instead of cranking out tax returns, they help clients work through other aspects of their financial health—including issues revealed during the yearly tax return process.
Spend it? Save it? Invest it? Share it? Here are a few ideas for putting your tax refund to work for you:
Most professions have their own lingo, and accounting is no different. What is different is that you have a vested interest in understanding what your accountant tells you about your financial situation. So, here’s a quick primer on common accounting terms—some business-related, some general—to keep you in the know: