Our Services

Comprehensive financial solutions designed to help your business thrive. From tax planning to payroll management, we've got you covered.

Nonprofit Tax Filings

Nonprofits

Nonprofit done-for-you tax prep and filing services for IRS 990-series returns, ensuring compliance while highlighting impact.

Bookkeeping + Accounting

BusinessesNonprofits

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

Payroll Services

BusinessesNonprofits

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

Tax Relief + Resolution

IndividualsBusinessesNonprofits

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

Merchant Services

BusinessesNonprofits

We now offer merchant processing services for small businesses. No hidden fees. No long-term contracts. Just honest, transparent pricing.

Formations

BusinessesNonprofits

Helping entrepreneurs and business owners launch new businesses and nonprofits with streamlined formation services.

Sales Tax Filings

BusinessesNonprofits

Take the hassle out of sales tax filing by ensuring accurate, on-time compliance with state and local regulations.

Sales Tax Exemptions

Nonprofits

We help nonprofit organizations secure and maintain their state sales tax exemption so they can focus on their mission, not the paperwork.

IRS Form 1023

Nonprofits

We guide nonprofits through the IRS Form 1023 process to secure 501(c)(3) tax-exempt status with confidence and clarity.

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.