Please select from one of the appointment types below to schedule a phone call or video conference with an advisor at Portside.
30-Minute Free Consultation
A 30-minute no-pressure phone call with a licensed advisor to explore our services. We'll delve into the firm's methodology, assess our compatibility,...
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A 30-minute Zoom video conference with an IRS-licensed Enrolled Agent (EA) to advise on specific tax topics and situations.These sessions are $50.00 f...
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