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.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:
If you are expecting a refund this year, you may be tempted to splurge on something not-so-practical. Before you do, take some time to think about ways to use your refund to bolster your financial health. We’ve put together a few ideas for you to consider:
Once your taxes have been filed, first, take a moment to breathe a big sigh of relief…and then enjoy some Tax Day (April 15, 2019) discounts. There’s nothing like a good deal to take the sting out of tax obligations. Below, we’ve compiled a short list of best food and drink deals, taken from offer.com.
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