Home | Portnoy CPA

We’ll take you beyond the numbers So you can get back to business

What we do

Let us take the stress out of running your business

Bookkeeping

You run your business. We’ll run your numbers.

Learn more

Payroll

Our job is to help make payroll effortless, so you have more time for the work you really want to do.

Learn more

Tax

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

Learn more

Advice

Stay on a healthy financial path with dedicated, strategic advisory services.

Learn more

WHO WE SERVE

Life's better when people understand your needs

Family Businesses

Supporting family businesses with dedicated tax and accounting services.

Service-based Businesses

We take the hassle out of complex accounting, because we do the work for you.

Professional Service Providers

We are committed to helping professional service providers build successful enterprises.

Agreed-upon Procedures

Assisting schools who receive Step Up for Students and AAA.

ebook

Maximizing your tax refund: A strategic guide to tax planning

Download the eBook

Advantage

Your personalfinance edge

From the firm: Making tax season work for you

This time of year is about more than just filing returns–it’s an opportunity to build a stronger foundation for your business. Learn how we're prioritizing your business in 20...

Read more ➞

Protect your business: Your essential cybersecurity checklist

Cyber threats are on the rise for small businesses! Take action now to protect your business, data and reputation. Use this essential cybersecurity checklist to get started...

Read more ➞

Sales tax in 2025: What small business owners need to know

Learn about the latest sales tax law changes impacting businesses in 2025.

Read more ➞

QuickReads

Let's talk business

Your launch list for e-commerce business success

An e-commerce business allows you to tap into the growing online marketplace. Learn what you need to consider when launching an e-commerce business.

Read more ➞

Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.

Read more ➞

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

Read more ➞

Apps

We’ll take you beyond the numbers So you can get back to business

What we do

Bookkeeping

Payroll

Tax

Advice

WHO WE SERVE

Family Businesses

Service-based Businesses

Professional Service Providers

Agreed-upon Procedures

Maximizing your tax refund: A strategic guide to tax planning

Advantage

From the firm: Making tax season work for you

Protect your business: Your essential cybersecurity checklist

Sales tax in 2025: What small business owners need to know

QuickReads

Your launch list for e-commerce business success

Protecting your personal and business data: Essential security tips from your trusted advisor

Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

WHO WE WORK WITH