Portney & Company is a different kind of CPA Firm

Experience, Creativity & Results = Portney & Company Your Trusted Advisors


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Services to Accountants from Portney & Company

We recognize that you want to do what's best for your client, but still want to keep the client and be the one that the client looks to for service. For several years we have assisted other tax preparers by consulting with them in the preparation of client returns, and even preparing those returns or reviewing them in some cases.

With an eye toward your desire to keep your client, we gladly provide non-competition clauses to other tax preparers, agreeing to do only the work you authorized. On an hourly basis, we will also consult with you to arrive at the correct answer to that difficult problem.

We can bill you or your client directly. Please contact us support@portney.com to discuss how we might help you better serve your clients in the

  • Estate
  • Trusts
  • Financial Planning
  • Tax Issue Resolutions
  • Technology Areas.

The flow of tax work The flow of tax work


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