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Comprehensive Financial Solutions for Every Chapter of Your Life

At Porter Tax & Financial Group, we provide more than just tax preparation; we offer a partnership to guide you through your complete financial journey. Whether you are an individual, a family, or a growing business, our services are designed to provide clarity, ensure compliance, and help you achieve your long-term goals.

Individual Tax Preparation

For individuals and families, navigating the ever-changing tax laws can be a challenge. We provide personalized tax preparation services that are tailored to your unique financial situation. Whether you are a W-2 employee, a student, or have investment income, we ensure your return is prepared accurately and optimized for the maximum refund you are entitled to. Our goal is to make the process seamless and stress-free, giving you confidence and peace of mind.

What We Offer:

Form 1040 Preparation
Multi-State Tax Returns
Itemized Deduction and Credit Analysis
Investment and Retirement Income Reporting
Prior Year and Amended Returns
Secure E-Filing and Direct Deposit

Ready for a stress-free tax experience?

Book My Tax Appointment

Business Tax Preparation

For small business owners, freelancers, and entrepreneurs, tax compliance is critical to your success. We specialize in business tax preparation, helping you navigate the complexities of Schedule C, partnerships, and S-corps. We work closely with you to identify all eligible business deductions, from home office expenses to vehicle mileage, ensuring you minimize your tax liability and keep more of your hard-earned money.

What We Offer:

Schedule C (Sole Proprietor) & Freelancer Return
Partnership (Form 1065) & S-Corp (Form 1120-S) Returns
Quarterly Estimated Tax Calculations
Self-Employment Tax Planning
Expense and Deduction Maximization
Year-Round Tax Guidance

Ready to optimize your business taxes?

Get My Business Tax Quote

Share the Savings, Build Our Community

Your trust is our greatest compliment. When you refer a new client who successfully files their tax return with us, we want to show our appreciation to both of you.

For Our Existing Client

$50 Credit

Toward your next tax return preparation.

For the New Client

10% Off

Discount on their first tax return with us.

*Referral credit is applied after the new client has successfully filed their tax return with us.

Refer a Friend Today

Your Path to Financial Peace of Mind

Initial Consultation: We start with a conversation to understand your unique financial situation and goals. This allows us to tailor our services to you.
Secure Document Onboarding: Easily and securely upload your tax documents through our client portal. Our team is here to assist if you have any questions.
Meticulous Preparation & Review: Our team meticulously prepares your tax return, ensuring accuracy and maximizing your deductions. We then conduct an internal review to ensure the highest quality.
Collaborative Final Review: We schedule a final review with you to walk through your tax return, answer any questions, and ensure you are confident in the final numbers.
E-Filing & Confirmation: Once you approve, we e-file your return and provide you with a confirmation. We are available for year-round support.

Monthly Bookkeeping Services

Accurate and organized financial records are the bedrock of any successful business. Our monthly bookkeeping services are designed to give you a clear and up-to-date picture of your company's financial health, freeing you to focus on what you do best—running your business. We handle the details so you can make informed decisions with confidence.

What We Offer:

Expense Tracking and Categorization
Bank and Credit Card Reconciliation
Financial Statement Preparation (Profit & Loss, Balance Sheet)
Quarterly Estimated Tax Planning
Sales Tax Filing and Compliance
Year-End Reporting for Tax Preparation

Ready to streamline your business finances?

Get a Free Bookkeeping Quote

Expanded Financial Services

As your financial needs evolve, we are here to connect you with trusted experts in specialized fields. We have built a network of highly qualified professionals to provide guidance on the following services, ensuring you receive the same level of care and expertise you expect from us.

Debt Consolidation: If you are struggling with multiple high-interest debts, our partners can help you explore consolidation options to simplify your payments and reduce your interest rates.
Financial Advisory: For long-term wealth management, retirement planning, or investment strategies, we can introduce you to a financial advisor who will align with your goals.
Estate Planning: Protect your legacy and ensure your assets are distributed according to your wishes. Our referral partners specialize in creating comprehensive estate plans, including wills, trusts, and powers of attorney.

Ready to explore your financial future?

Request a Financial Consultation

Frequently Asked Questions

What is the difference between tax preparation and tax planning?

Tax preparation is the process of preparing and filing your tax return, while tax planning is a year-round proactive process of managing your financial situation to minimize your tax liability. We offer both services to ensure you are not only compliant but also tax-efficient.

Who are the referral partners for the expanded financial services?

We have a trusted network of independent, certified financial planners and estate planning attorneys. We connect you with a professional who is the best fit for your specific needs and goals.

How does monthly bookkeeping work?

Our monthly bookkeeping service includes the setup of your accounting software, regular transaction categorization, bank and credit card reconciliation, and the preparation of monthly financial statements. We provide you with a clear picture of your business's financial health.

What types of business tax returns do you prepare?

We prepare a wide range of business tax returns, including Schedule C for sole proprietors, Form 1065 for partnerships, and Form 1120-S for S-corporations.