About Us
About Portfolio Tax & Accounting
Giving back to the community is something close to our hearts here at Portfolio Tax and Accounting. During a particularly hard season for our owner, Jarrod Bokhart, Ronald McDonald House was a saving grace, helping him walk through deep loss in his life.
Today, he serves as treasurer for Mental Health Counselors of Central Florida and Director of the Ronald McDonald House of Central Florida.
We also donate 10% of the gross profits from Portfolio Tax and Accounting to these organizations. That means every time you use our services, a portion of your fee goes directly to helping support those with mental health struggles in our area.
Why Work With Us
Reliable help with IRS problems
If problems with the IRS keep you up at night, you’ve come to the right place. At Portfolio Tax and Accounting, we specialize in unfiled tax returns, unpaid taxes, liens, levies, foreign bank account reporting, audit representation, and any other type of tax controversy. While other firms also represent taxpayers against the IRS, our background in Investment Advising gives us a unique advantage over our competition. While other firms are okay with just solving your tax problem, we find ways to tax shelter or protect your money from going to the IRS. We do not want you to pay more than necessary.
Expert Tax Services for Small Businesses and Individuals
At Portfolio Tax and Accounting, we provide comprehensive tax services for individuals and small businesses. Our team of Certified Tax Experts will ensure that you are fully compliant with all tax laws and regulations while minimizing your tax liability. We offer a range of services, including tax preparation, accounting and bookkeeping, tax planning, tax-efficient investing and representation and so much more. With our help, you can rest easy knowing that your tax affairs are in good hands.
Our Promise
We promise to treat every client with sincere and caring concern for their best interest. We will learn about your needs, objectives, references, and goals, and once engaged we will work tirelessly to fulfill those goals. We will always be honest and up-front about our fees, our procedures, our services, and our expectations of you, and we will always remain available to our clients. Phone calls will always be returned and we will keep clients advised of our progress on their engagement.
Ready to get started? Contact us today to schedule a consultation and learn more about our services. We’re here to help you achieve your financial goals and maximize your tax savings.
Let Us Help:
Dear Friend,
It’s one thing to manage a business; it’s quite another to grow it.
If you’re reading this, you know what I’m talking about.
It seems like the books are being handled properly. It seems like payroll is (mostly?) under control. It seems like the IRS is okay with how we’re handling our taxes. It seems like the financial reporting is in place.
We’re flush … most of the time. But we’re certainly not growing. We’re not prospering.
What are we missing?
This is a common story that we hear when we first start talking to business owners. The boxes are checked; the people are in place … but the fact is, they’re not quite sure how to optimize the financials for performance and growth.
Our specialty is in reading between the lines of the systems, the softwares, and the financial statements to see the true financial story being told … even when the reports all “seem” okay (for now).
The fact is that the Federal Government would love to have more of your business’s hard-earned money in their accounts. Your employees probably don’t care about cost control as much as they should. Your sales team might need to focus their efforts in a new direction.
But you don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books. The future of your business doesn’t have to be a question mark.
Let’s get a real-time reading on your business’s financial health with our bookkeeping services. Answer a few questions below to get started.
Click the button above to take your first step, and we’ll be in touch soon to follow up about your specific needs.
And of course, feel free to poke around our site and discover why we’ve been called “The Most Trusted Enrolled Agent in the Orlando Area.”
Talk again soon,
Jarrod Bokhart, Enrolled Agent
PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time because they’re not your standard “bookkeeping tips.”
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their books and financials on their own. Our schedule is very full … but if you call us at (407) 564-0500 or Email Us, we’ll give you two options for coming in right away. We will NOT make dealing with a business advisor as painful as dealing with your books has already been!