CPA and Business Consultants
Portney & Company, CPA's and Business Consultants is a full-service accounting firm serving Personal and Business clients, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. We will also provide you with online resources to assist in the tax process and financial decision-making.
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Antique Art Import and Retail Co.
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the project
Tax Preparation & Filing for Antique Asian Art Retailer
“They really understand how to take the emotional burden out of tax situations.”
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m the CEO of an international art importing company. We do wholesale and retail.
What challenge were you trying to address with Portney & Company?
I needed their financial accounting services.
What was the scope of their involvement?
They handle all my corporate and personal management as well as tax preparation and filing. In addition to that, they do my document creation.
What is the team composition?
I work with about 4–5 from their team. However, I primarily communicate with Jack (Senior Partner) and Mary Lou (Managing Partner).
How did you come to work with Portney & Company?
They specialize with a number of people in my county, and I heard about them through word-of-mouth.
How much have you invested with them?
I spend an annual amount of $3,000.
What is the status of this engagement?
Our ongoing partnership began in April 1984.
What evidence can you share that demonstrates the impact of the engagement?
They’ve taken away the entire emotional burden of taxes for me. I have complicated taxes related to being an S corporation and having international work. Between my bookkeeper and their tax abilities, they’ve completely relieved the stress of it all. I’ve done as well as I can with tax preparation and how much I have to pay.
How did Portney & Company perform from a project management standpoint?
Their company is organized and easy to get in touch with. They’re great in every way.
What did you find most impressive about them?
They really understand how to take the emotional burden out of tax situations. Often times, we get emails from tax organizations saying we owe money when we don’t think we do. Portney & Company looks them over and finds out the organizations are often incorrect. What’s more, they’re able to explain what the difference is. Their team tends to be right, and they’ve really proven themselves over the years.
Are there any areas they could improve?
I’m not sophisticated enough with taxes to imagine anyone could be better.
Portney & Company has removed the emotional stress and burden of taxes for the partner. Their team is knowledgeable about complex situations such as S corporations and international work. Organization and seamless collaboration are hallmarks of their work. They're experts in resolving tax notices.