Portnoy CPA Employee Directory

AccountingUnited States11-50 Employees

We are a full service accounting and consulting firm. Our firm was established to provide efficient solutions to business as well as individuals. Our professional staff has over 100 years of combined accounting, tax and consulting service experience.

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

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