Our Experts

Jarrod Bokhart

EA Founding Partner

Jarrod Bokhart is the founder of Portfolio Tax and Accounting LLC. He is an Enrolled Agent, licensed by the Federal Government. Enrolled agents are practitioners empowered and licensed by the federal government to prepare taxes and represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. EAs must abide by Treasury Department Circular 230 and are the only taxpayer representatives who obtain their license to practice from the federal government. Unlike attorneys and CPAs, who may or may not specialize in taxes, all EAs specialize in taxation. He has been in the tax and finance field for over 5 years and is also an accomplished Financial Advisor with Siler Wealth Management. He started Invested Educators which seeks to help teachers plan for retirement. He is a proponent of fiduciary asset management and is actively bringing change to what he sees as a flawed retirement system.

Jarrod started Portfolio Tax and Accounting in his quest to bring change, as clients’ portfolios prosper when tax planning and investment management work hand in hand. He specializes in all levels of taxation and IRS Representation for those that have tax problems.

Jarrod Bokhart

EA Founding Partner

Jarrod Bokhart is the founder of Portfolio Tax and Accounting LLC. He is an Enrolled Agent, licensed by the Federal Government. Enrolled agents are practitioners empowered and licensed by the federal government to prepare taxes and represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. EAs must abide by Treasury Department Circular 230 and are the only taxpayer representatives who obtain their license to practice from the federal government. Unlike attorneys and CPAs, who may or may not specialize in taxes, all EAs specialize in taxation. He has been in the tax and finance field for over 5 years and is also an accomplished Financial Advisor with Siler Wealth Management. He started Invested Educators which seeks to help teachers plan for retirement. He is a proponent of fiduciary asset management and is actively bringing change to what he sees as a flawed retirement system.

Jarrod started Portfolio Tax and Accounting in his quest to bring change, as clients’ portfolios prosper when tax planning and investment management work hand in hand. He specializes in all levels of taxation and IRS Representation for those that have tax problems.

A graduate of the University of South Florida, he brings a financial advisor’s perspective to IRS Representation and tax preparation. This means that he can manage and move money around to make sure you are getting the maximum refund or to avoid taxes that clients should not be paying legally. Known as “The Fiscal Therapist,” he was a co-host on the StockDr’s Prescription radio show on the Florida Man Radio Network.

Jarrod looks forward to working with you, as it is his firm belief that just by doing the right thing, clients will prosper.

A graduate of the University of South Florida, he brings a financial advisor’s perspective to IRS Representation and tax preparation. This means that he can manage and move money around to make sure you are getting the maximum refund or to avoid taxes that clients should not be paying legally. Known as “The Fiscal Therapist,” he was a co-host on the StockDr’s Prescription radio show on the Florida Man Radio Network.

Jarrod looks forward to working with you, as it is his firm belief that just by doing the right thing, clients will prosper.

Lee Siler

Founding Partner

Lee A. Siler was born in Brooklyn, New York in 1964. After college, he began managing client assets and has been doing so for more than 26 years. His FINRA licenses include Series 63, 65, 7, and 24. He also holds life insurance, health insurance, and annuity licenses.

He started his own firm in 1994 and within four years was given an award from Governor Jeb Bush to recognize his firm, Stockdr.com, as one of the top 100 fastest-growing companies in the State of Florida with over $170 million in assets.

In 1997, Mr. Siler started a radio show that aired locally in the State of Florida. By late 2000 it was picked up by a national syndicator, the Business Talk Radio Network. “The Stock Doctor” was broadcast in over 60 U.S. radio markets on radio and worldwide via the Internet. His nickname, the Stock Doctor, became a household name nationwide as his investment knowledge and market conversation became daily appointment radio. In 2010, Mr. Siler stopped doing daily radio broadcasts so that he could focus on his existing clients. Mr. Siler has continued to appear on radio and TV with more than 100 television broadcasts, including a New Year’s Eve appearance on the NBC Nightly News with Tom Brokaw.

Lee Siler

Founding Partner

Lee A. Siler was born in Brooklyn, New York in 1964. After college, he began managing client assets and has been doing so for more than 26 years. His FINRA licenses include Series 63, 65, 7, and 24. He also holds life insurance, health insurance, and annuity licenses.

He started his own firm in 1994 and within four years was given an award from Governor Jeb Bush to recognize his firm, Stockdr.com, as one of the top 100 fastest-growing companies in the State of Florida with over $170 million in assets.

In 1997, Mr. Siler started a radio show that aired locally in the State of Florida. By late 2000 it was picked up by a national syndicator, the Business Talk Radio Network. “The Stock Doctor” was broadcast in over 60 U.S. radio markets on radio and worldwide via the Internet. His nickname, the Stock Doctor, became a household name nationwide as his investment knowledge and market conversation became daily appointment radio. In 2010, Mr. Siler stopped doing daily radio broadcasts so that he could focus on his existing clients. Mr. Siler has continued to appear on radio and TV with more than 100 television broadcasts, including a New Year’s Eve appearance on the NBC Nightly News with Tom Brokaw.

Lee started Portfolio Tax and Accounting with Jarrod, because of the need to give clients superior tax advice than what they saw being given to their clients. He consults with Jarrod when it comes to investment tax advice. Lee and his wife Dora live and own their businesses in Central Florida. They are active in several charities including the muscular dystrophy association as well as anything benefiting veterans and the United States Military.

Lee started Portfolio Tax and Accounting with Jarrod, because of the need to give clients superior tax advice than what they saw being given to their clients. He consults with Jarrod when it comes to investment tax advice. Lee and his wife Dora live and own their businesses in Central Florida. They are active in several charities including the muscular dystrophy association as well as anything benefiting veterans and the United States Military.

Nikki Ward

CFP® Certified Financial Planner

Nikki is a CERTIFIED FINANCIAL PLANNER™ and holds the FINRA Series 6, 63, and 65 licenses, and an SIE license, in addition to holding insurance licenses concerning Life, Health, Fixed Indexed, & Variable Annuities. She graduated from the University of Central Florida with a BA in legal studies & a minor in sports business management.

Nikki and the team at Portfolio Tax and Accounting provide data-driven strategies to design optimal tax plans, personalized to adhere to each client’s financial objectives.

With less than 10% of money managers in the business being female, Nikki is an anomaly that’s passionate about educating, engaging, and empowering women concerning their finances.