Country
State
Cities
Hallmarks of our firm
1986
< $25/hr
2 - 9
United States
At Portnoy CPA, we understand that you are looking for more than just an accountant. You are looking for a trustworthy financial advisor. Our firm prides itself of on having its finger on the pulse of today's economy and our clients' financial situations, whether that be personally or at a business level. Beyond our technical ability, our collaborative model ensures that your needs are always met in a timely and efficient manner.
Explore Portnoy CPA office locations and service areas.
9283 San Jose Blvd Ste 101 Jacksonville Florida United States 32257
9047318005
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What core accounting and tax services does Portnoy CPA provide?
The firm offers a comprehensive suite of services including tax preparation and planning, bookkeeping, payroll processing, and financial statement preparation. Additionally, the practice provides specialized business consulting and advisory services to help clients manage their financial health and improve operational efficiency.
Does Portnoy CPA work with specific industries?
The firm serves a diverse range of clients across various sectors. Expertise is tailored to meet the unique financial and regulatory requirements of small to medium-sized businesses, professional service providers, and individuals seeking personalized tax and accounting solutions.
Where is the office located?
The office is located in Encino, California. Clients in the surrounding areas and throughout the region can access professional financial services from this central location.
How can a potential client schedule a consultation?
Prospective clients can reach out by calling the office directly or by filling out the contact form available on the official website. This initial contact allows for a discussion regarding specific financial needs and how the firm can assist with tax or accounting goals.
Is the firm equipped to handle complex tax planning?
Yes, tax planning is a primary focus. The firm works closely with clients to develop proactive strategies aimed at minimizing tax liabilities and ensuring compliance with current tax laws, which is essential for both individual and business financial success.
Does the firm assist with new business formation?
Yes, guidance is provided for new businesses, including assistance with entity selection and the setup of accounting systems. This ensures that new ventures start on a solid financial foundation with proper record-keeping practices in place.
Can the firm help with IRS audit representation?
In the event of an IRS inquiry or audit, the firm provides professional representation. This service helps navigate the complexities of tax authorities and ensures that client interests are protected throughout the examination process.
What is the approach to bookkeeping for small businesses?
The firm emphasizes accurate and timely bookkeeping to provide business owners with a clear picture of their financial performance. This includes monthly reconciliations, expense tracking, and the generation of essential financial reports to support informed decision-making.
Does the firm offer payroll services?
Yes, full-service payroll solutions are available. These services cover everything from calculating withholdings and issuing paychecks to filing necessary payroll tax returns, helping business owners save time and avoid common payroll-related penalties.
Are the services available for individuals as well as businesses?
The firm provides services to both individuals and business entities. Whether the need is for personal income tax filing or complex corporate accounting, the practice is structured to handle a wide variety of financial requirements.
How does the firm stay updated on changing tax laws?
Staying current with the ever-changing tax landscape is a priority. The firm continuously monitors updates to federal and state tax regulations to ensure that all advice provided is accurate and that clients remain compliant with the latest legal requirements.
Is there a focus on financial advisory beyond just tax filing?
Beyond standard tax and accounting tasks, the firm acts as a strategic partner. This involves analyzing financial data to offer insights into cash flow management, profitability, and long-term growth strategies for business clients.
What is the primary goal when working with a new client?
The primary goal is to build a long-term relationship based on trust and reliability. By understanding the specific financial objectives of each client, the firm delivers customized solutions that simplify financial management and support overall success.
Does the firm provide digital or cloud-based accounting support?
The firm utilizes modern accounting tools to streamline processes. This allows for efficient data sharing and real-time access to financial information, making it easier for clients to stay organized and informed about their financial status.
Why should a business choose this firm over a larger national chain?
Choosing this firm provides the benefit of personalized attention and a deep understanding of local business needs. Unlike large national chains, the firm focuses on building direct relationships, ensuring that clients receive tailored advice rather than generic, one-size-fits-all solutions.
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