Tax Client Portal
Browser App StoreGoogle Play
Bookkeeping Portal
Browser App StoreGoogle Play
Gusto Payroll
Browser App StoreGoogle Play

Gusto app access is only currently functional for your employees, not as an employer.

Our Services

Portside offers numerous services for individuals, service businesses, and nonprofit organizations, from tax filing and bookkeeping to payroll, formations, and IRS Form 1023 support.

Show:AllIndividualsBusinessesNonprofits

Taxes

Sales Tax Filings

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

Tax Relief + Resolution

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

Books & Payroll

Bookkeeping + Accounting

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

Full-Service Payroll

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

Payments

Merchant Services

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

Starting up

Formations

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

IRS Form 1023

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

Sales Tax Exemptions

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

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.