Accurate and timely tax and accounting information and financial services are a necessity for any successful business or personal financial situation. Let the Portnoy CPA team provide you with the comprehensive services that will help you achieve your financial objectives.
We offer a full range of services with the expertise you require. When you work with Portnoy CPA, you'll benefit from a firm with the highest quality and most up-to-date expertise plus the friendly, local service that has contributed to the success of our clients for years.
We invite you to review our comprehensive suite of professional services:
Our all-inclusive, cloud-based solution offers business owners relief from day-to-day accounting hassles by enabling you to outsource this work to our team of professionals. We handle the accounting so you can put your focus back on your business. We offer BOSS at three levels to fit the diverse needs of our clients. Review the levels below and contact us to determine which is best for you.
|Reconcile bank and credit card accounts||—||✓||✓|
|Submit payroll taxes to governmental agencies||—||✓||✓|
|Prepare payroll tax returns||—||✓||✓|
|Provide employee access to electronic paystubs||—||✓||✓|
|Prepare annual W-2s||—||✓||✓|
|Process bills and vendor payments||—||—||✓|
|Track credit card expenses and receipts||—||—||✓|
|Tax projection and planning||✓||✓||✓|
|General business consulting||✓||✓||✓|
|Semi-annual video conference||✓||✓||✓|
|Access to QuickBooks Online via PortnoyCPA.com||✓||✓||✓|
|Access to document retrevial software||✓||✓||✓|
We know one of your top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Whether you’re an individual or corporation, we can accommodate your needs. We work with you throughout the year to develop a customized plan with tax-saving strategies that are tailored to your unique situation. Our personal, one-on-one service and expert tax return preparation and advice will give you peace of mind, knowing that your tax return is in capable hands.
We are diligent about remaining up-to-date on the changing tax laws and will examine all of the tax-saving opportunities available to you. We are committed to minimizing your tax liabilities and maximizing your future opportunities—while remaining in full compliance with IRS statutes.
Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Portnoy CPA we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an advanced...
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.
The spring season is here! In addition to taxes, many of us want to take care of some overlooked cleaning tasks. Procrastination often creeps in when it comes to cleaning—especially our offices. It can feel overwhelming and somewhat unproductive to spend time decluttering and cleaning your workspace, but once complete, most people feel a sense of relief and calm. Use this handy checklist...
Have you filed your 2017 taxes yet? If not, you still have the opportunity to make sure that you lower your tax obligation as much as possible. With new tax laws in effect for 2018 and beyond, the following deductions will disappear after this tax season—check them out to see which ones may help you lower your taxable income...
When you are super busy running a business, it can be easy to let customer appreciation slide to the bottom of your long to-do list. The problem is, if you don’t show your customers love on a regular basis, they’re going to feel neglected, which can put their continued loyalty at risk.