100% virtual tax + accounting

Expert tax & accounting services, anywhere.

Portside Tax & Accounting is a 100% virtual tax, bookkeeping, payroll and business advisory firm led by an IRS-licensed Enrolled Agent. We serve individuals, small businesses and nonprofit organizations all across the United States.

Explore our services
IRS-licensed Enrolled AgentQuickBooks ProAdvisorGusto Payroll Partner 5.0 (18 reviews)
Illustration of a virtual tax and accounting firm: a laptop dashboard connected to secure documents, video meetings and clients anywhere

WHY PORTSIDE

Simple, secure and handled for you

A real Enrolled Agent

You work directly with a licensed tax professional who can represent you before the IRS.

100% virtual, done for you

Share documents securely online and skip the office visit. We handle the rest.

Secure by design

Bank-level encryption and a private client portal keep your information protected.

TRUSTED BY CLIENTS

What our clients say

12Years of experience
200+Clients served
2,500+Returns filed
50States served
Paro

“We are a non profit who was seeking support in filing a 990 for the first time. Portside is AWESOME! Courteous, professional and knowledgeable. Couldn't ask for more.”

MG

Michael G.

President, Give Music, Inc.

“Dane is extremely knowledgeable and can explain processes in detail so that you understand what is happening. I have referred him to my family members and trust him with all tax needs. He really cares and goes to length to make sure we understand the process. He also makes sure we are doing what is best for us financially. I cannot recommend Portside enough!”

AA

Alyssa A.

Co-owner, Guardian Lock & Security LLC

“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

Read more reviews  ·  5.0 on Google

Dane, an IRS-licensed Enrolled Agent (EA), is the founder of Portside Tax & Accounting. He is authorized to represent taxpayers before the IRS, and is a QuickBooks ProAdvisor and Gusto Payroll Partner with 12+ years of experience. Learn more about Dane

HOW IT WORKS

Four easy steps

1

Intake

Answer a few questions online and get a clear price quote right away. You always see our pricing before we start.

2

Collaborate + upload

Meet your advisor and share documents through guided digital questionnaires in a secure, encrypted portal.

3

Your advisor gets to work

An IRS-licensed Enrolled Agent prepares your work and runs it through a quality review.

4

Delivery, approval + filing

Review your video walkthrough, approve and e-sign. We handle the filing.

Latest insights

Tax and business guidance from our team - in language that's actually understandable.

Ready to learn more or get started?

Answer a few quick questions and we will point you to the right next step.

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

Knew us as Financial Umbrella? We're now Portside Tax & Accounting - new name, same service. Learn more.