Portnoy CPA

About

Full Service Accounting & Consulting Firm

Story

Our commitment to professionalism, courtesy, and excellence extends from the clients we see every day to the clients we see once a year. This commitment has made us a successful CPA firm, with clients who value us, as much as we value them.

Accounting and Tax Services
- Corporations, LLC's, Partnerships, and Sole Proprietors
- Federal and State Income Tax Preparation
- Income Tax Projections
- Estates and Trusts
- Retirement Plans
- Budgets, Projections, and Forecasts
- Homeowners Association
- Guardianships
- Financial Statements
- Booking (Monthly, Quarterly and Annually)
- Payroll Tax Returns
- QuickBooks Training
- Tax Representation
- Elections and Census Forms
- Tax Notices

Advisory Services
- Income Tax Consulting
- Business Consulting
- Estate Planning
- Mergers and Acquisitions
- Entity Planning
- Retirement Planning
- Succession Planning
- Charitable Giving
- Internal Control Solutions

Non-Traditional Services
- CFO Services
- Personal Representatives and Trustees
- Venture Capital
- Loan Documentation and Representation
- Financing
- AHCA Applications
- Life Insurance Needs and Analysis
- Ballot Counting and Verifications
- Client Networking
- Expert Witness