# Portside Tax and Accounting > Portside Tax & Accounting is a 100% virtual tax, bookkeeping, payroll, and business advisory firm serving individuals, service-based businesses, and nonprofits in all 50 states. Based in Wilmington, NC and led by an IRS Enrolled Agent. ## About the firm - Name: Portside Tax and Accounting - Founder: Dane Janas, Enrolled Agent (EA) (https://portside.tax/about/dane) - Location: Wilmington, NC, 28411 (serves clients across the United States, fully virtual) - Phone: (910) 408-2388 - Email: hello@portside.tax - Profiles: https://g.page/r/CdBHdckOVQTKEBM, https://instagram.com/portsidetax, https://facebook.com/portsidetax, https://linkedin.com/company/portsidetax, https://g.page/r/CdBHdckOVQTKEBM/review ## Pages - [Portside Tax & Accounting | Virtual Tax, Bookkeeping & Business Advisory](https://portside.tax/): Portside is a 100% virtual tax, bookkeeping, payroll, and business advisory firm serving individuals, service-based businesses, and nonprofits nationwide. - [About Portside | Our Story & Team](https://portside.tax/about): Learn about Portside Tax & Accounting — a virtual firm dedicated to helping individuals, businesses, and nonprofits nationwide. - [Our Services | Portside Tax & Accounting](https://portside.tax/services): Explore Portside's tax, bookkeeping, payroll, and business advisory services for individuals, businesses, and nonprofits. - [Portside Blog | Tax & Accounting Insights](https://portside.tax/blog): Articles, guides, and insights on tax, bookkeeping, and accounting from the Portside team. - [Contact Portside | Get in Touch](https://portside.tax/contact): Reach out to Portside Tax & Accounting for help with your tax, bookkeeping, payroll, and advisory needs. - [Frequently Asked Questions | Portside](https://portside.tax/faqs): Answers to common questions about Portside's tax, bookkeeping, payroll, and advisory services. - [Terms of Service | Portside](https://portside.tax/terms): The terms of service for using Portside Tax & Accounting. - [Privacy Policy | Portside](https://portside.tax/privacy): How Portside Tax & Accounting collects, uses, and protects your information. - [Nonprofit Tax & Accounting Services | Portside](https://portside.tax/nonprofit-services): Virtual tax and accounting services for 501(c)(3) nonprofits. Expert Form 990 preparation, UBIT compliance, and bookkeeping for mission-driven organizations. - [Tax Services for Individuals & Freelancers | Portside](https://portside.tax/for-individuals): Virtual tax preparation and filing for individuals, freelancers, and 1099 contractors. Maximize deductions and get expert EA guidance nationwide. - [Tax, Bookkeeping & Payroll for Small Businesses | Portside](https://portside.tax/for-small-businesses): Virtual tax, bookkeeping, payroll, and advisory services for service-based small businesses, S-corps, and LLCs nationwide. - [Client Reviews & Testimonials | Portside Tax & Accounting](https://portside.tax/reviews): Read verified client reviews and testimonials from individuals, businesses, and nonprofits served by Portside Tax & Accounting. - [Dane Janas, EA | Founder & Enrolled Agent | Portside](https://portside.tax/about/dane): Meet Dane Janas, Enrolled Agent and founder of Portside Tax & Accounting — federally licensed to represent taxpayers before the IRS. - [Tax Return Cost Estimator | Portside](https://portside.tax/estimate): Get an instant estimate for your tax return. Choose individual, business, or nonprofit and answer a few quick questions. - [Individual Tax Return Cost Estimator | Portside](https://portside.tax/estimate/individual): Get an instant estimate for your individual tax return. Answer a few quick questions about your tax situation. - [Business Tax Return Cost Estimator | Portside Tax & Accounting](https://portside.tax/estimate/business): Get an instant estimate for your business tax return, including partnerships, S corporations, and C corporations. - [Nonprofit Tax Return Cost Estimator | Portside Tax & Accounting](https://portside.tax/estimate/nonprofit): Get an instant estimate for your nonprofit’s Form 990 filing. Answer a few quick questions about your organization. ## Services - [Personal Tax Preparation Services | Portside](https://portside.tax/services/individual-taxes): Accurate, stress-free tax filing for individuals — done entirely online by a licensed EA. Maximize your refund, file on time, every time. - [Business Tax Services | Portside](https://portside.tax/services/business-taxes): Portside specializes in tax returns for businesses, including IRS Form 1065 for partnerships, Form 1120-S for S-corps, and Form 1120 for C-corps. - [Nonprofit 990 Tax Services | Portside](https://portside.tax/services/nonprofit-taxes): Portside specializes in tax returns for nonprofit organizations, including IRS Form 990, 990-EZ, 990-T, 990-PF, and 990-N, with all applicable schedules. - [Bookkeeping + Accounting | Quickbooks ProAdvisor | Portside](https://portside.tax/services/bookkeeping): At Portside, we offer reliable client bookkeeping & accounting solutions held to the highest standard by an expert bookkeeper & Quickbooks ProAdvisor. - [Small Business Payroll Services | Portside + Gusto](https://portside.tax/services/payroll): Reliable payroll for small businesses, handled 100% virtually. Accurate paychecks, tax filings, and compliance — nationwide, no in-person visits required. - [Tax Relief and Resolution | Portside](https://portside.tax/services/tax-resolution): Portside and its select tax solution partners help our clients understand tax debt relief and resolution and the options available to them. - [Low-Fee Merchant Services & Credit Card Processing | Portside + Helcim](https://portside.tax/services/merchant-services): Transparent merchant processing for small businesses — no monthly fees, no contracts, interchange-plus pricing. Powered by Portside + Helcim. - [Business Formation Services | Portside Tax & Accounting](https://portside.tax/services/formation): Start your LLC or corporation with confidence. Portside handles filings, EINs, and operating agreements—get expert business formation support today. - [Sales Tax Filings | Portside](https://portside.tax/services/sales-tax): Hassle-free sales tax filing for your business across multiple states. Stay compliant, evaluate nexus, file on time, and avoid costly penalties with expert support. - [Sales Tax Exemptions for Nonprofits » Portside](https://portside.tax/services/sales-tax-exemptions): Streamlined sales tax exemption applications and renewals to keep your nonprofit compliant and tax-exempt. - [IRS Form 1023 Prep & Filing » Portside](https://portside.tax/services/form-1023): Expert IRS Form 1023 preparation and filing to secure your nonprofit’s tax-exempt status quickly, accurately, and with confidence. ## Blog posts - [How to Optimize Your Small Business Payroll Process | Portside](https://portside.tax/blog/optimizing-payroll): A simpler, more accurate payroll process starts with the right systems. Here's how to reduce compliance risk and save time running payroll. - [Do You Need a Business License in Michigan? | Portside](https://portside.tax/blog/michigan-business-license): Michigan has no general state business license, but sales tax licenses, local permits and occupational licenses may apply. Start here. - [Do You Need a Business License in Ohio? | Portside](https://portside.tax/blog/ohio-business-license): Ohio has no general state business license, but vendor licenses, local taxes and trade permits may apply. Here is what to check first. - [Do You Need a Business License in Georgia? | Portside](https://portside.tax/blog/georgia-business-license): Georgia has no single statewide business license, but cities and counties require local certificates. Here is what to check before you open. - [Reliable Bookkeeping Matters for Your Business | Portside](https://portside.tax/blog/reliable-bookkeeping): Accurate, organized books aren't just for tax season — they drive better decisions year-round. Here's what reliable bookkeeping looks like. - [How to Amend Your Tax Return | Portside](https://portside.tax/blog/amend-your-tax-return): Made a mistake on a filed return? Here's how to correct it using Form 1040-X, step by step. - [How to File IRS Form 1023 for Nonprofit Status | Portside](https://portside.tax/blog/how-to-file-irs-form-1023-nonprofit-status): A step-by-step guide to filing IRS Form 1023 for 501(c)(3) status, including eligibility, filing steps, and common mistakes. - [Enrolled Agent vs. CPA: What's the Difference? | Portside](https://portside.tax/blog/ea-vs-cpa): EAs are IRS-licensed tax specialists who can represent you nationwide. Here's how they compare to a CPA and when to choose one. - [Do You Need a Business License in Texas? | Portside](https://portside.tax/blog/texas-business-license): Texas licensing requirements vary by industry and city. Here's what new business owners need to check before operating. - [IRS W-4 Multiple Jobs Worksheet, Explained | Portside](https://portside.tax/blog/irs-form-w4-multiple-jobs): Not sure how to fill out the IRS W-4 Multiple Jobs Worksheet? Here's a step-by-step guide to getting your withholding right if you have more than one job. - [Financial Umbrella is Now Portside Tax & Accounting](https://portside.tax/blog/portside-annoucement): The rebrand from Financial Umbrella to Portside is a name change only — same firm, same team, same services. Here's what's new. - [What Is an LLC? A Beginner's Guide | Portside](https://portside.tax/blog/what-is-an-llc): An LLC combines liability protection with pass-through taxation. Here's what the structure actually means for a new business owner. - [How to Use Your Tax Refund Wisely | Portside](https://portside.tax/blog/tax-refunds): Getting a refund back is only half the equation. Here's how to put it to work instead of letting it disappear. - [Do You Need a Business License in New York? | Portside](https://portside.tax/blog/new-york-business-license): New York has specific state and local licensing steps for new businesses. Here's what to check before you launch. - [Why Your LLC Needs a Business Bank Account | Portside](https://portside.tax/blog/business-bank-account): Mixing personal and business finances creates real tax and liability risk. Here's why a dedicated business account matters. - [IRS Form 940 vs. 941: What's the Difference? | Portside](https://portside.tax/blog/irs-form-940-941): Form 940 covers federal unemployment tax; Form 941 covers quarterly payroll tax. Here's what each one reports and when it's due. - [1099 Taxes Explained - Freelancers & Contractors | Portside](https://portside.tax/blog/1099-tax-complexities): 1099 income comes with self-employment tax and quarterly payments most freelancers aren't prepared for. Here's what to expect. - [The Benefits of Starting an LLC | Portside](https://portside.tax/blog/llc-benefits): An LLC offers liability protection and tax flexibility that sole proprietorships don't. Here's what it actually means for your business. - [How to Streamline Your Small Business Finances | Portside](https://portside.tax/blog/streamline-small-business-finances): From bookkeeping systems to cash flow visibility, here's how small business owners can get a clearer handle on their finances. - [Do You Need a Business License in Arizona? | Portside](https://portside.tax/blog/arizona-business-license): Arizona has specific state and local licensing steps for new businesses. Here's what to check before you launch. - [Standard vs. Itemized Deductions: Which Saves? | Portside](https://portside.tax/blog/standard-itemized-deductions): Standard or itemized — the right choice depends on your specific deductions. Here's how to compare them and pick the one that saves more. - [How to Simplify Sales Tax Calculations | Portside](https://portside.tax/blog/simplifying-sales-tax): Manual sales tax calculations lead to costly mistakes. Here are practical strategies to simplify compliance across jurisdictions. - [Understanding Schedule K-1 for Partnership Income | Portside](https://portside.tax/blog/schedule-k1): If you're a partner in a business, your share of income and losses flows through on Schedule K-1. Here's how to read and report it. - [Do You Need a Business License in New Jersey? | Portside](https://portside.tax/blog/new-jersey-business-license): New Jersey's licensing requirements depend on your business type and location. Here's what new business owners need to know. - [Naming Your LLC: What to Know Before You File | Portside](https://portside.tax/blog/naming-your-llc): Your LLC name affects branding, trademark risk, and domain availability. Here's what to check before you file. - [How to Fill Out Schedule C | Portside](https://portside.tax/blog/mastering-schedule-c): Schedule C reports income and expenses for sole proprietors. Here's how to fill it out accurately and avoid common mistakes. - [Self-Employed Health Insurance: How to Save | Portside](https://portside.tax/blog/self-employed-health-insurance): Self-employed and paying full price for health insurance? Here are practical ways to lower your costs and what to look for in a plan. - [Do You Need a Business License in Illinois? | Portside](https://portside.tax/blog/illnois-business-license): Illinois licensing requirements vary by industry and municipality. Here's what to check before you start operating. - [Do You Need a Business License in Washington? | Portside](https://portside.tax/blog/washington-business-license): Washington requires a general state business license, unlike many states. Here's what to file and when. - [How to File a Tax Extension with Form 4868 | Portside](https://portside.tax/blog/form-4868-extension): Need more time to file? Here's how to request a six-month extension using Form 4868 before the deadline hits. - [Do You Need a Business License in Virginia? | Portside](https://portside.tax/blog/virginia-business-license): Virginia's business licensing requirements vary by locality. Here's what to check before you start operating. - [Do You Need a Business License in North Carolina? | Portside](https://portside.tax/blog/north-carolina-business-license): North Carolina's licensing requirements depend on your industry and location. Here's what to check before you start operating. - [Do You Need a Business License in Florida? | Portside](https://portside.tax/blog/florida-business-license): Florida has no statewide business license, but most businesses still need one locally. Here's exactly what to check before you launch. - [How to Fill Out IRS Form W-4, Step by Step | Portside](https://portside.tax/blog/filling-out-irs-form-w4): Getting your W-4 right prevents surprise tax bills or oversized refunds. Here's a step-by-step walkthrough of the form. - [Lost Your W-2? Here's How to Replace It | Portside](https://portside.tax/blog/replace-lost-irs-form-w2): Lost your W-2? Here's how to get a replacement quickly, straight from your employer or the IRS, without delaying your tax filing. - [Salary vs. Distributions: What's the Difference? | Portside](https://portside.tax/blog/differences-between-salary-and-owner-distribution): Salary and owner distributions are taxed differently and carry different compliance risks. Here's how S-Corp owners should think about each. - [C-Corp vs. S-Corp: Which Should You Choose? | Portside](https://portside.tax/blog/c-corp-vs-s-corp): C-Corps and S-Corps are taxed very differently. Here's how to decide which structure fits your business as you incorporate. - [Why QuickBooks Online Is Right for Your Business | Portside](https://portside.tax/blog/quickbooks-online-bookkeeping): QuickBooks Online is the industry standard for small business bookkeeping. Here's why it's worth the switch. - [Charging Sales Tax in Different States: A Guide | Portside](https://portside.tax/blog/sales-tax-in-different-states): Sales tax nexus and rates vary by state. Here's what business owners selling across state lines need to know to stay compliant. - [Do You Need a Business License in California? | Portside](https://portside.tax/blog/california-business-license): California has some of the more involved licensing requirements in the country. Here's what to expect before you launch. - [Business License Requirements: A General Guide | Portside](https://portside.tax/blog/business-license-guide): Business licensing requirements vary widely by state and industry. Here's a general framework for figuring out what you actually need. - [1099 vs. W-2: What's the Difference? (2026 Guide) | Portside](https://portside.tax/blog/1099-vs-w2): 1099 contractor or W-2 employee — the difference affects your taxes, benefits, and legal classification. Updated for the 2026 rule changes. - [A Beginner's Guide to Tax Savings | Portside](https://portside.tax/blog/beginners-guide-to-tax-savings): New to taxes? Here's a plain-language starting point covering deductions, credits, and the basics of minimizing what you owe. - [How to Choose the Right Business Entity | Portside](https://portside.tax/blog/guide-to-the-right-business-entity): Sole prop, partnership, LLC, S-Corp, or nonprofit — each business entity has different tax and liability tradeoffs. Here's how to choose. - [1099 Income Types & Form Types Explained | Portside](https://portside.tax/blog/1099-income-types-1099-form-types): Not every 1099 is the same. Here's a breakdown of the different 1099 form types and what each one reports to the IRS. - [1099 Contractor vs. Employee: Key Differences | Portside](https://portside.tax/blog/1099-vs-employee-work-arrangements): Choosing between 1099 and employee status affects taxes, benefits, and legal risk. Here's how the two arrangements actually compare. - [The Ultimate Startup Checklist for New Businesses | Portside](https://portside.tax/blog/ultimate-startup-checklist): A step-by-step startup checklist covering entity formation, licensing, taxes, and banking — everything to check off before you launch. - [Do You Need a Business License in Pennsylvania? (2026 Guide)](https://portside.tax/blog/pennsylvania-business-license): Pennsylvania has no statewide business license — but most businesses still need one locally. Here's exactly what you need, by city and industry. ## Optional - [Sitemap](https://portside.tax/sitemap.xml) - [Full text version for AI assistants](https://portside.tax/llms-full.txt)