FOR INDIVIDUALS & FREELANCERS

Tax & Accounting Services Built for You.

From freelancer deductions to W-2 filings and rental property schedules, we provide personalized tax and accounting services that help individuals keep more of what they earn and stay ahead of the IRS.

Freelancer Deductions W-2 & 1099 Experts
Individual working on a laptop with financial documents
Personal Tax Specialists

Why Individuals Choose Portside

We understand that your tax situation is personal. Our team delivers tailored guidance for every stage of life and every source of income.

Freelancer & 1099 Specialists

Self-employment taxes, home office deductions, and quarterly estimates handled right — so you keep more of your 1099 income without surprise bills.

Accurate, On-Time Filing

Federal and multi-state returns prepared by an Enrolled Agent, reviewed for every deduction you qualify for, and filed well before the deadline.

Year-Round Tax Planning

We do not just file in April. Proactive planning throughout the year helps you adjust withholding, time life events, and avoid costly surprises.

Services for Individuals

Personal tax preparation, bookkeeping, and planning services designed around your income and goals.

Individual Tax Filings

Individual done-for-you tax prep and filing services designed to maximize deductions and deliver a smooth, stress-free filing experience.

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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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Comprehensive Personal Tax & Financial Management

Individual (Form 1040) federal and state tax preparation
Freelancer and self-employment (Schedule C) expertise
Rental property and passive income reporting (Schedule E)
Investment and crypto transaction reporting
Multi-state and part-year resident filings
IRS notice response and audit representation
Quarterly estimated tax planning and review

Common Individual Tax Challenges We Solve:

  • Missed freelancer and home office deductions
  • Confusion around 1099 vs. W-2 income
  • Multi-state filing mistakes for movers
  • Unmanaged quarterly estimated taxes
  • IRS notices left unanswered or mishandled

What Our Individual Clients Say

Real people, real outcomes — hear from individuals who trust Portside with their taxes.

Trustpilot

“Thank you Dane for taking us on as a client! You are truly a pleasure to work with, and we highly recommend you. We look forward to working with you many times again!”

TV

Tracey V.

Individual Taxpayer

Trustpilot

“Dane was very helpful and knowledgeable. The short video explaining everything was great.”

SW

Sean W.

Individual Taxpayer

Trustpilot

“Dane was really responsive and quick to get our tax returns complete.”

AA

Alicia A.

Individual Taxpayer

Ready to Take the Stress Out of Tax Season?

Let us handle the details so you can keep more of your income and stop dreading April. Start with a free assessment tailored to your situation.

Which services are you looking for?

Choose the option that best fits your needs.

Personal tax filingInstantly estimate your personal tax return cost and get started immediately.Continue Businesses & nonprofitsGet a custom proposal for your organization in just a few questions.Continue Nonprofit organizationGet specialized support for Form 990 filing, compliance, and bookkeeping.Continue

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