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.
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| 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 | ✓ | ✓ | ✓ |
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.
Our most precious commodity is time—and our attention is a close second. That’s why everyone can use some help on how to tune out daily distractions. We compiled the following helpful tips from copyblogger.com to get you started on dialing down distractions:
The April 15 filing deadline is rapidly approaching, so we encourage you to send us your tax documentation as soon as possible to expedite the filing process. Here are four important reasons why you should file your return sooner rather than later:
This tax season is an important one for many business owners because it’s the first that will be impacted by the Tax Cuts and Jobs Act (TCJA). How big of an impact is dependent on your unique situation. We’ve compiled this short list of provisions that may affect the business community:
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