Portside Tax and Accounting
Accountant
Comprehensive tax services and advisory for individuals, small businesses, and nonprofits. Also specializing in tax relief, bookkeeping, payroll management, and business formation assistance.
About Portside
Portside Tax and Accounting (formerly Financial Umbrella) provides an extensive range of financial services catering to service-based businesses, creators, and entrepreneurs alike. From tax planning and filing to precise accounting and bookkeeping, and even expert business formation services, we've got you covered. With us, you'll gain access to a dedicated professional who is passionately committed to your financial success, all at a cost that fits your budget seamlessly. Service-based small businesses, entrepreneurs, solopreneurs, and service providers are our specialty. Additionally, we welcome both personal and business clients seeking tax relief services.
Services offered
Client specialties
Industries served
Software & tools
Pricing
Individual Tax Preparation + Filing — $395–$1,495/year: Financial Umbrella's individual tax preparation and filing services are designed to make tax season simple, accurate, and stress-free. We handle everything from straightforward returns to more complex filings involving multiple states, investments, or business income, ensuring full IRS compliance. || Business Tax Preparation + Filing — $1,195–$2,695/year: Financial Umbrella provides expert tax preparation and filing services for businesses of all sizes, ensuring compliance while uncovering every deduction and credit available. We specialize in S-corporations, C-corporations, and LLCs, delivering accurate filings and strategic guidance. || Nonprofit Tax Preparation + Filing — $495–$1,495/year: Financial Umbrella specializes in nonprofit tax preparation and filing, guiding organizations through the complexities of 990-series returns, state filings, and compliance. We ensure every detail is accurate and up-to-date with IRS regulations, helping your nonprofit maintain its good standing. || Full-Service Bookkeeping and Accounting — $255–$1,395/month: Financial Umbrella offers comprehensive bookkeeping and accounting services tailored for small businesses and nonprofits, ensuring your financial records are accurate and up to date. We'll manage day-to-day transactions and bank reconciliations and prepare financial statements and reports. || Full-Service Payroll — $195/month: Financial Umbrella's payroll services simplify the complexities of managing employee compensation for small businesses and nonprofits. We handle everything from calculating wages and withholding taxes to filing payroll tax returns and generating detailed reports. Pricing noted is for one owner only.
5 packages · $195–$2.7k/yr