Client Resource Center
Jack Portney, CPA and Mary Lou Portney, CPA attended the Royal Flush Seminar in Las Vegas sponsored by Thomson Reuters.
Tani Nina attended the Real World 2 day QuickBooks Training Course in Morristown, NJ
The entire tax staff is attending the NCPE tax 1040 2 day seminar in Mahwah and Saddlebrook during the month of December.
www.portney.com has been updated and refreshed with the new technologies and layout. It was rolled out on December 1st, 2017.
The 2017 tax year software will be rolling out in early December, Thomson Reuters is our tax partner providing us with our tax preparation, document management software, Checkpoint Research software and Practice CS management software. This is our 22nd year working with Thomson.
The firm will be implementing two factor authentication to comply with the IRS security summit requirements. Security is ongoing issue and those of you have contacted us know the limits and requirements. We implemented the portal system to comply.
Installed 4 new virtual servers (VM) to support our ever growing technology requirements and needs.
We have had several staff memorable anniversary’s this year
John Ferrari is in his 26th year of service
James Ferrari is in his 21str year of service
Mike Rose is in his 20th year of service
Dimitii Cotedlis is in his 17th year of service
Janet Blanchet is in her 25th year of service
Our E-signature initiative is at a very impressive 96% of our client base.
John Ferrari attended the CPAFMA
The staff volunteered by cooking and serving a hot delicious meal to the men at the St. Pauls Mens Shelter in Paterson NJ. 40 plus men were served a delicious meal and gave each man a goodie bags and personal note of encouragement. You can never do enough for others. We truly believe they enjoyed the event.
Installed 2 New Virtual Servers ( VM) for the upcoming tax season. Ability to work remotely and to increase our capacity.
The tax department completed 16 hours of tax CPE at the annual NCPE 1040 year end training in Saddle Brook, New Jersey for 2016 tax year.
Rolling out the new tax software for 2016. We are proud to be no using Tax1099.com software for the preparation and filing of 1099 forms and W2 forms.
Tax Organizers are being prepared to be sent out via Netclient and Email to clients so they can prepare for the preparation of their tax returns for 2016
The tax department completed 16 hours of tax CPE at the annual NCPE 1040 year end training in Saddle Brook, New Jersey for 2015 tax year.
Rolling out the new tax software for 2015. We are proud to be no using Tax1099.com software for the preparation and filing of 1099 forms and W2 forms.
Tax Organizers are being prepared to be sent out via Netclient and Email to clients so they can prepare for the preparation of their tax returns for 2015
The Staff volunteered their time to assist in the opening and setup of the MEVO
Mahway Environmental Volunteers Organization, Building planting beds, irrigation systems, spreading fertilizer in the completely organic farm. The staff of about 12 that went spent an entire Saturday volunteering their time and effort.
We say Volunteers are paid in Six Figures – S-M-I-L-E-S !!!
March 4th 2015
July 2014 - A newly revamped www.Portney.com was rolled out with new features and functionality.
2012, October – John Ferrari has received accreditation as an Accredited Administrator In Accounting Practice Management from the Association of Accounting Administration,
2012, January , Our Firm is fully committed to our GREEN INTIATIVE, reducing paper use, and helping our environment. Please inquire about our fully paperless tax products. Please visit the our full initiative.
2012, January – Our NetClient Portals available for the 2011 tax year, have been updated and revamped. Clients will be able to access select information 24x7 via a secure web based portal, hosted in a secure data-center. www.portney.com
2011, November, Brian Imbemba, CPA, passed the CPA exam, congratulations Brian.
2011 December - The tax department completed 16 hours of tax CPE at the annual NCPE 1040 year end training for 2011 tax year.
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