Portnoy Group of Companies
Protect, maintain, develop, and increase clients’ wealth through income tax services and financial services.
About
Portnoy Financial Service, LLC is a financial firm offering tax preparation, retirement planning, and investment advisory services. Led by Sim Portnoy, EA, the firm focuses on personalized client attention and proactive tax planning to minimize liabilities while maximizing wealth growth.
Services include individual and business tax returns, rental property tax preparation, and investment gain/loss tax preparation, supported by a team fluent in multiple languages and experienced in various financial domains.
Services
Tax Preparation & Planning
Comprehensive tax preparation and proactive planning to minimize future tax liabilities for individuals and businesses.
Retirement Planning
Guidance on retirement plan options for individuals and businesses, tailored to financial situations and employee populations.
