904 731-8005
Close

Client Center

Back

Liscio

Client Portal Login

Individuals
Businesses


Forgot Your Password? Please try logging in with the last password you remember first. (If that fails, you'll be able to reset your password on the next page.)

QuickBooks Online

Receipt Bank

Video Meeting

Join a scheduled video meeting with our staff.
Close
Send Request

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:

BOSS
Tax Preparation
& Planning

 
Our Back Office Support System for business.

 

BOSS Gets You Back to Business

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.

 


 
Accounting      
Reconcile bank and credit card accounts
Payroll      
Prepare payroll
Submit payroll taxes to governmental agencies
Prepare payroll tax returns
Provide employee access to electronic paystubs
Prepare annual W-2s
Accounts Payable      
Process bills and vendor payments
Track credit card expenses and receipts
Tax      
Tax preparation
Consulting      
Tax projection and planning
General business consulting
Semi-annual video conference
Technology      
Access to QuickBooks Online via PortnoyCPA.com
Access to document retrevial software

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.


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...

Read More

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.

Read More

Latest from Our Blog