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Local Experts Providing Comprehensive Tax, Accounting & Payroll Services

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:

Accounting
Business
Consulting
QuickBooks
Consulting
Tax Planning
& Preparation

Accounting

 

Our accounting services provide thorough, accurate reporting and critical analysis that allow you to evaluate your financial health and realize your business goals. Our firm can help you by delivering financial statements and reports or handling all your accounting tasks so you can concentrate on running your business.

To support your accounting needs, our firm will prepare everything from financial statements to compilations and reviews. We also take the time to review all of your data with you throughout the year to offer insight and help you to understand the story behind the numbers. Our sharp financial analysis will give you better visibility into the factors driving your business.


Business Consulting

 

We support clients on a full-service basis. Our business consulting services ensure that you are successful from the launch of your business and as you move forward. We know that there are many aspects of running a successful operation, and that’s why we cover all the bases—offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review our complete list of consulting services, and consider the items that meet your needs:

  • Mergers and Acquisitions Entity Planning
  • Retirement Planning
  • Succession Planning
  • Charitable Giving
  • Internal Control Solutions
  • Higher Education

QuickBooks Consulting

 

Our team can help your business utilize QuickBooks™ to its fullest potential. With our expert knowledge of the QuickBooks platform, we can help your organization increase productivity and generate more complete income and expense information, allowing you to access the accurate information you need to make strategic decisions. Let Portnoy CPA provide the in-depth knowledge you need to optimize the use of QuickBooks in your organization. Ask us about our QuickBooks set-up and training options. We’ll have you up and running quickly and using the QuickBooks platform more efficiently, saving you valuable time, while you put accurate and invaluable information to work for your company.


Tax Planning & Preparation

 

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.


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