Portnoy CPA

Portnoy CPA

Reviews Summary

Overwhelmingly positive reviews highlight Portnoy CPA's professionalism, expertise, and exceptional client service. Many praise their responsiveness, reasonable fees, and personal attention, with long-term clients strongly recommending them for both personal and business needs. A few negative mentions cite pricing concerns and rare errors, but the vast majority describe a highly competent, friendly team that goes above expectations, with specific appreciation for their tax law knowledge and streamlined processes. Multiple reviewers emphasize decades of satisfaction and family-like treatment.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Outsourced Accounting
Small Businesses
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Outsourced Accounting
Small Businesses
QuickBooks

Contact Information

Address

9283 San Jose Blvd Ste. 101

Jacksonville, Florida 32257

Hours

Monday 9AM-4:30PM
Tuesday 9AM-4:30PM
Wednesday 9AM-4:30PM
Thursday 9AM-4:30PM
Friday 9AM-4:30PM
Saturday Closed
Sunday Closed

Customer Reviews

I?m not a client here, but I called to get set up for a consultation for my simple tax filing this year, with only 2 W-2s. I normally have these filed for around $175 with my old CPA (out of area). However, the girl on the phone told me it was $1,500 for a basic tax filing?. That?s actually the most insane thing I?ve ever heard of. Hope she was wrong, but during tax season, should really make sure she?s giving correct information and not losing potential clients for the business.

Very professional and thorough. Responsive rapidly to all my questions. Stress free methodology and great supporting staff. Well done!

We have been delighted with the very personal attention and high quality service we have received from Portnoy CPA over the past decade. Jay Portnoy was highly recommended to us when we first moved back to Jacksonville, and I am very glad we followed through with retaining his firm. Every single member of this staff that we have ever dealt with has been professional, courteous and kind. It is uncommon these days to find a CPA who will not only offer flawless and affordable tax services, but also remember my

We had a wonderful experience using Portnoy CPA . They were very responsive, professional, and most of all helpful. Their patience with us explaining everything that we needed and working with us during these unusual times has been nothing but top-notch. We look forward in working with them for many years in the future.

My family and I have been with Portnoy CPA for over 3 years. I highly recommend them. The team is easy to talk to and the integrations/systems they have built are phenomenal. Professional doesn't even begin to describe the team.

From the first interaction until the last I had nothing but exceptional service for Portnoy CPA. Arthur and his team were professional, attentive and knowledgeable. Top-notch organization.

Arthur is Awesome! Very helpful, very patient, absolute expert, and reasonable fees. He works with small business clients like a real team member! He adds a lot of value to the decision making process. We highly recommend you add him to your management team!

We have been doing business with Portnoy CPA for over 10 years, We always recommend Family, Friends and other business partners to use them. We can't say enough about what an Awesome Job they do for us year after year. Thanks for All You Do for us at Air Solutions.

Everyone at PortnoyCPA was extremely professional and responsive. They were able to handle our family's complex return with both personal and business accounts with ease. I would highly recommend them to anyone needing assistance.

We moved here 4 years ago and met with Arthur who we have been with ever since. With all the tax law changes annually especially this year it's a good idea to hire someone who is up to speed on current IRS rules and regulations. Additionally, it's also a good idea to hire someone who will follow up if the IRS comes calling to ensure you have an advocate working on your behalf. A real plus is Arthur's genuine and personable demeanor. Sure, I can go out and buy Turbo Tax however, I'm the kind that would rat

Portnoy CPA are tremendous partners! Their knowledge and expertise are critical. Appreciate the helpful team members, the quick response to questions, and the outstanding advice. Their guidance over the past few years is invaluable.

Since retaining the services of the Portnoy Accounting Firm nearly 4 years ago, we have been satisfied with their level of efficiency and service. Our contact is generally with Arthur Portnoy, and he has proved to be responsive to our specific questions and issues.

Jay and his staff are fantastic! I'm so glad I was recommended to try them. Very professional, responsive and extremely knowledgeable... if you are looking for a top notch CPA firm then look no further.

Every interaction I have had with Portnoy CPA has been informative and helpful. Very knowledgeable staff. Efficient and cost effective for my business and personal tax needs.

Highly recommend - great communication, organized and responsive, cost effective, and makes filing taxes easy?.would give a sixth star is available.

Several major mistakes. Despite a detailed planning consultation Roth conversion amount was miscalculated resulting in stiff increase in MAGI ( Modified Adjusted Gross Income) and as a consequence our Medicare premiums. A non-deductible IRA was included in the tax return without any prior discussion or approval. Had to rerun the tax-return, resulting in much unnecessary & avoidable running around & stress on the very last day of filing. Poor responsiveness. Lack of professional courtesy to return messages l

Jay and Arthur Portnoy are extremely knowledgeable about tax law. They are personal and professional. I recommend them without pause to do anyone's taxes.

Jay and Portnoy CPA are excellent tax advisors, very accessible and very reasonable in their charges for services. I provide professional legal services to locally in Jacksonville, and I highly recommend Portnoy CPA as a strong provider of professional and accounting services to its clientele.

The whole team at Portnoy is always incredibly professional. I've always experienced great service and a willingness to go the extra mile from all the staff. Highly recommend!

Jay is the best CPA. He?s not only great, he?s a wonderful person, and he gives everybody personal attention. He?s got an amazing attitude and is easy going and funny sense of humor. He a wonderful, Son,Husband, Father,, and Grandfather.

I'm torn between giving a great review and knowing that may delay my services later! Arthur was great to deal with and everything was completed in a timely and professional manner. Fantastic service and great firm!

Very professional. Also Arthur and his staff make it a pleasure to be a Portnoy client.

They helped me to better understand my business. Very responsive to questions and always follows up until the job is done. Would highly recommend to anyone looking for a CPA

Best of everything. The entire team personally cares about you like family. Jay and my friendship has only grown stronger!! Professional and top quality!!!

Portnoy CPA has been our tax & accounting advisor for many years. They have provided excellent advice & tax preparation.

Jay and his team are the best accountants in Jacksonville. I use them for both my personal and business returns and I would not use anybody else.

Would highly recommend!! Great response, very informative and always explains situation. They have equipped themselves with great staff and tools to make process streamlined.

Great company that is thorough in their review and has a well established and convenient process to facilitate tax filings.

Spot on! I searched for my particular needs and the Portnoy Group has been very helpful. I would recommend them to anyone.

They are great and save me a lot of money and time. I HIGHLY RECOMMEND Portnoy CPA to anyone.

Portnoy has been taking care of my business for close to 20 years and I highly recommend their services.

Arthur and Jay are great people and great accountants, as a business owner they're everything you'd want in a CPA group.

Portnoy is a highly professional CPA with the friendliest staff around. Highly recommended!

A very responsive, professional, and friendly team! Highly recommend Portnoy CPA!

The best CPA firm in Jacksonville for all my business and personal needs for the past 13+ years.

Very responsive and available 7 days a week. Extremely easy to work with and very approachable.

Always professional and makes my life at tax time a lot easer!

Great people to work with. Teresa is top notch.

Great firm! Dependable and prompt with great customer service.

Knowledgeable, excellent communications, and efficient. Online service is superior.

Excellent job and great friendly staff.

Great staff with excellent communication and expert advice.

Excellent service and professional staff!

Great experience and very professional!!

Excellent service; immediate attention.

25 years of professional service

Excellent in every way!!!!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.