Portside Tax and Accounting

5.0 stars · 5 reviews · Serves North Carolina · Specializes in HENRYs (High Earners, Not Rich Yet), K1 Partnership Income, Multi-state Returns

Comprehensive tax services and advisory for individuals, small businesses, and nonprofits. Also specializing in tax relief, bookkeeping, payroll management, and business formation assistance.

Featured reviews

"Dane is the absolute vetted! I have referred him to my family members and trust him with all tax needs. He really cares and goes to length to make sure we understand the process. He also makes sure we are doing what is v…"
— Alyssa, 5.0 stars
"I've been working with Dane at Financial Umbrella for a few years and the experiance has been great! He is always super helpful and quick to answer all my questions. Tax season is a breeze as Dane just handles all of it."
— Josh, 5.0 stars
"AWESOME! Courteous, professional and knowledgeable. Couldn't ask for more. THANK YOU!"
— Michael, 5.0 stars

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