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Service List

At Patsy A. Porter, CPA, PA, we focus on creating customized plans for our clients so that they are tax efficient and are creating greater after-tax wealth. These advisory services include one-on-one coaching, documents, best practices, and much more so that you have the right solution at the right time.

We also coordinate all actions that need to occur in order to implement your customized plan. We won't send you out the door with a big list of things to do. We want you to be able to focus on your business, we'll take care of these details!

Regular communication and meetings with our clients ensure that their plan is being reviewed for continued appropriateness.

These services include but are not limited to:

  • Customized Entity Structure Planning
  • Corporate/LLC Compliance and Documentation
  • Corporate/LLC Income Strategies
  • Business Operations and Documentation
  • Fringe Benefits Planning
  • Accounting Software Selection, Implementation, and Support
  • Financial Projections and Forecasts
  • Transaction Structuring and Negotiations
  • Business Succession
Request information about Advisory-and-Coaching-Services below

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Patsy A. Porter, CPA, PA's accounting & tax services steer you closer to these goals with accurate record-keeping and reporting using sophisticated technology.

These services include but are not limited to:

  • General Ledger and Financial Statement Preparation
  • Access to sophisticated accounting software
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting System Setup and Support
  • Payroll Processing
  • Cash Flow Budgeting and Forecasting
  • Personal Financial Statements
  • Employee Benefit and Profit-Sharing Plans
  • Corporate Tax Planning and Return Preparation
Request information about Accounting-and-Tax-Services below

Information Request for Services Listed Above