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.
Why Individuals Choose Portside
We understand that your tax situation is personal. Dane 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.
What Our Individual Clients Say
Real people, real outcomes — hear from individuals who trust Portside with their taxes.
“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!”
Tracey V.
Individual Taxpayer
“Dane was very helpful and knowledgeable. The short video explaining everything was great.”
Sean W.
Individual Taxpayer
“Dane was really responsive and quick to get our tax returns complete.”
Alicia A.
Individual Taxpayer
Comprehensive Personal Tax & Financial Management
What we handle
- 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
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.