FOR SMALL BUSINESSES

Tax, Bookkeeping & Payroll Built for Your Business.

From accurate monthly books to payroll, sales tax, and year-end filings, we handle the financial back office so you can focus on running and growing your business — with an Enrolled Agent in your corner for IRS matters.

Business Tax Returns Bookkeeping & Accounting Payroll Sales Tax Returns IRS Representation
Illustration of a small business dashboard with books, payroll and reports

Why Small Businesses Choose Portside

We act as your virtual accounting department — accurate books, compliant payroll, and proactive tax strategy without the overhead of a full-time hire.

Full-Service Back Office

Monthly bookkeeping, financial statements, and clean books ready for tax season — so you always know where the business stands.

Payroll Done Right

Payroll setup, processing, and filings handled accurately and on time, so your team is paid correctly and your filings stay compliant.

Tax Strategy That Scales

Entity selection, quarterly estimates, and deduction planning that grow with you — helping you keep more profit as revenue increases.

What Small Business Owners Say

Hear from founders and owners who trust Portside with their books, payroll, and taxes.

“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

“Portside and Dane are experienced tax professionals who provide quality service and care for myself and my business. I have been using Dane for several years now and he has made the hassle of tax season a breeze. Strongly recommend any of his services to the individual and/or business.”

NV

Nick V.

Owner, Virnelson Outdoors LLC

“I've been working with Dane at Portside for a few years and the experience has been great! He is always super helpful and quick to answer all my questions. Tax season is a breeze as Dane just handles all of it.”

JB

Josh B.

Owner, Lehigh Valley Bin Cleaning

Read more reviews

Comprehensive Business Financial Management

What we handle

  • Business tax returns (Form 1120, 1120-S, 1065)
  • Monthly bookkeeping and financial statements
  • Payroll processing and payroll tax filings
  • Sales and use tax registration and filing
  • Entity selection and structure guidance
  • Quarterly estimated tax planning
  • IRS notice response and audit representation

Common Small Business Challenges We Solve:

  • Books that are months behind at tax time
  • Payroll filings that are late or incorrect
  • Commingled personal and business expenses
  • Missed deductions and overpaid taxes
  • No clear picture of cash flow or profitability

Ready to Get Your Business Finances in Order?

Let us run the back office — books, payroll, and taxes — so you can focus on growth. Start with a free assessment built for your business.

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.