Open Hours: Monday - Friday 9am - 5pm
Nearly Three Decades of Guiding Clients Through Life's Financial Milestones
After 28 years of dedicated service, Willie Porter is proud to introduce Porter Tax & Financial Group. We're building on a legacy of personal attention and expert tax preparation to offer a broader range of financial services designed for your success.
More Than Tax Preparation: Your Guide to Financial Clarity
Tax Preparation & Planning
Navigate tax season with confidence. We provide expert preparation for individuals and businesses, ensuring you receive every deduction and credit you deserve.
Bookkeeping
Gain a clear view of your business finances. Our meticulous bookkeeping services keep your records organized and up-to-date so you can make informed decisions.
Financial & Estate Planning
Build a secure future for yourself and your loved ones. Through our trusted partners, we connect you with experts in long-term financial and estate planning.
Debt Consolidation
Regain control of your finances. We provide access to specialists who can help you explore debt consolidation options to simplify payments and reduce interest.
From Our Clients' Point of View
When we met Mr Porter over 20 Years ago we had tax issues we had been filing with H& R Block he reviewed & corrected our taxes. He & his staff are professional & also personable. They make filing taxes less stressful. We love that If we have issues or questions after tax season him & his team are available to assist. We are clients for life
I’m pleased to offer this reference for Willie Porter, my accountant. Over the last few years, I have had a couple of accountants to help me prepare my taxes. Previous work was slow and has left me paying more taxes (and penalties) than was necessarily required. I have found Willie to be an excellent communicator capable of translating complex financial data into clear understandable concepts that can be reported to the IRS. Willie has provided meticulous attention to details ensuring the highest level of accuracy for all my financial reporting.
A Relationship-First Approach to Your Finances
We are proud to have built a practice where most of our growth comes from referrals from clients like you. We invite you to learn more about our referral program on our Services page.
A Legacy of Trust: For nearly 30 years, we have built lasting relationships, with more than half of our clients staying with us for over a decade. We're not just preparers; we're partners in your financial journey.
Guidance Through Life's Milestones: We've helped clients navigate everything from marriage and homeownership to starting a business and planning for retirement. We're here for every step.
Transparent & Fair Pricing: We believe in clear, upfront pricing with no surprises. Our full fee schedule is always available, ensuring you know exactly what to expect.
Expertise & Professionalism: As an Authorized IRS E-file Provider and members of the National Society of Accountants and the National Association of Tax Professionals, we are committed to the highest standards of excellence.
A Foundation of Trust and Professional Excellence
Our credentials and long-standing memberships reflect our unwavering commitment to integrity, accuracy, and the clients we serve.
Frequently Asked Questions
What services do you offer?
We offer a range of services including personal and business tax preparation, monthly bookkeeping, and strategic tax planning. Through our trusted network, we also provide connections to experts in debt consolidation, financial advisory, and estate planning.
How is Porter Tax & Financial Group different from The Traveling Taxman?
While we build on the 28-year legacy of The Traveling Taxman, Porter Tax & Financial Group reflects our expanded commitment to providing a more comprehensive suite of financial services to guide you through every stage of life, not just tax season.
What is your process for new clients?
Our process begins with an initial consultation to understand your needs, followed by secure document onboarding through our client portal. We then handle the meticulous preparation and schedule a final review with you before e-filing to ensure you are confident and informed.
How do I get started?
The best way to begin is by scheduling a consultation through our online booking calendar or by calling our office at (708) 679-9211. We look forward to starting the conversation.
Let's Continue the Conversation
Ready to take the next step towards financial clarity and success? Contact us today to schedule a consultation.
Phone: (708) 679-9211
Main Branch: 4801 Southwick Drive, Suite 605, Matteson, IL 60443
Second Branch: 113 Liberty Grove Rd, Charlotte, NC 28104
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