100% VIRTUAL TAX + ACCOUNTING

Expert accounting,
wherever you are.

You get accurate taxes, bookkeeping, payroll, and business formation — handled personally by an IRS-licensed Enrolled Agent, done entirely online. Stay focused on your work and family while your finances stay secure and on time.

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Licensed tax professionalsQuickBooks ProAdvisorsGusto payroll partner 5.0 ★ (18 reviews)
Portside digital dashboard
500+clients
100%virtual
11K+returns filed

Our approach — 4 easy steps

Bank-level encryption

What We Do

Comprehensive financial services designed to support your business at every stage of growth.

Bookkeeping + Accounting

Reliable bookkeeping and accounting services for businesses and nonprofits, helping you stay organized and make informed decisions.

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Payroll Services

Reliable payroll services for businesses and nonprofits, ensuring accurate employee payments and tax compliance.

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Tax Relief + Resolution

Each year, millions of taxpayers receive letters or notices from the IRS. If it requires attention, Portside can help.

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WHY VIRTUAL

Why our clients love going virtual

Everything you'd get from a local firm — without the waiting room.

Work from anywhere, on your schedule

Meet by phone or video, share documents on your time, and skip the drive across town.

Faster turnaround with secure document sharing

Upload your files once through our portal and get reviewed, signed returns back without the back-and-forth.

Direct access to a licensed EA, no office overhead

You work directly with a licensed Enrolled Agent — without paying for a downtown office you never visit.

Bank-level encryption and a secure client portal

Your data is protected with the same encryption standards trusted by banks and financial institutions.

WHO WE SERVE

Built for three types of clients

Portside works exclusively with service-based businesses, entrepreneurs, and nonprofit organizations.

01

Everyday Taxpayers

Individuals who are interested in 100% virtual done-for-you tax prep & filing. Also inclusive of self-employed individuals navigating quarterly taxes and deductions.

Individual tax filing
02

Service-based businesses

LLCs, S-Corps, sole proprietors, and partnerships — from consultants and coaches to agencies and contractors who need clean books and accurate filing.

BookkeepingBusiness tax filingPayrollFormation
03

Nonprofit organizations

501(c)(3) organizations supported through Form 990 filing, Form 1023, compliance guidance, and board-ready financial reporting.

Form 990Form 1023ComplianceSales Tax Exemptions

OUR EXPERIENCE

Portside brings years of experience

We've helped hundreds of individuals, businesses, and nonprofits get their finances in order — accurately, securely, and without the stress.

500+
Clients served
10+
Years of experience
50 states
Serving clients nationwide
100%
Virtual & secure

CLIENT REVIEWS

What our clients say

OUR PROCESS

How it works

A simple, transparent path from first conversation to ongoing support.

01

Intake

We start by understanding your goals and current financial situation through our comprehensive intake process. You receive a clear price quote online - instantly - without providing any personal information.

02

Collaborate + Upload

Your licensed tax expert will introduce themselves and collaborate with you. Then, our personalized digital questionnaires guide you through the entire tax document upload process.

03

Your Advisor Gets to Work

An IRS-licensed Enrolled Agent prepares your tax returns while you go on with life! Your return goes through a rigorous quality and technical review process to make sure your entire financial situation was captured accurately.

04

Delivery, Approval + Filing

Receive a personalized video walkthrough of your tax return - viewable anytime with no appointment. Then, take as much time as you need to review your returns. Once approved, digitally sign them in our secure online portal. We'll handle electronic filing after that.

Latest Insights

Stay informed with our latest thoughts on tax planning, business strategy, and financial management.

Ready to Take Control of Your Financial Future?

Let's discuss how we can help your business achieve its financial goals. Get started with our simple intake process.

Which services are you looking for?

Choose the option that best fits your needs.

Tax Prep + FilingInstantly estimate your tax return cost and get started immediately.Continue Bookkeeping & AccountingGet professional accounting help for your business or nonprofit.Continue Payroll ServicesProfessional payroll processing services from Portside.Continue New business formationForm a new business idea with professional help from Portside.Continue Tax ReliefProfessional assistance with a tax notice, amount due, or other issue.Continue Something elseMerchant services, sales tax filings, exemptions, IRS Form 1023, and more.Continue

🎉 Financial Umbrella is now Portside Tax + Accounting - new name, same service. Click to learn more.