Why Work With Us

IRS Resolution

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.

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.

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.