{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/portebrown-com","markdownUrl":"https://nowen.ai/agents/portebrown-com.md","jsonUrl":"https://nowen.ai/agents/portebrown-com.json","name":"Porte Brown","legalName":"Porte Brown LLC","website":"https://portebrown.com","location":"Elk Grove Village, Illinois, United States","address":{"city":"Elk Grove Village","state":"Illinois","country":"United States"},"industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[{"name":"Audit and Assurance Services","url":"https://nowen.ai/category/audit-and-assurance-services"}]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-12T02:49:57.271Z","summary":"Porte Brown provides accounting and consulting services to businesses, organizations, and individuals.","description":"Porte Brown is a full-service accounting and consulting firm serving businesses, organizations, and individuals. It provides accounting, tax, audit, advisory, retirement plan, valuation, forensic, and technology consulting services, with a personalized, hands-on approach focused on understanding clients’ needs and helping them make informed decisions.","mission":"Help clients achieve their goals through personalized accounting, financial guidance, and practical consulting.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["OpenAI"],"products":[{"name":"Elevate365 outsourced accounting and advisory services","anchor":"product-elevate365-outsourced-accounting-and-advisory-services","type":"Service","url":"https://www.portebrown.com/services/accounting-services","summary":"Get tailored accounting support and financial insights to manage finances, make informed decisions, and focus on business growth.","description":"Elevate365 provides customized outsourced accounting and advisory services for small and mid-sized businesses. Support ranges from transactional accounting to controllership and virtual CFO services, or can supplement an internal accounting team. Packages may include transaction recording, reconciliations, month-end close, financial reporting, forecasting, cash flow management, payroll, tax services, accounts payable, and more. Dashboard options include standard and custom metrics. Scope and pricing are tailored to each company’s accounting needs, transaction volume, close complexity, balance sheet accounts, and reporting requirements.","pricing":{},"features":[{"name":"Customized outsourced accounting","value":"Match Accounting Support To Your Needs","valueDescription":"Choose a package that reflects your accounting processes and goals, whether you need additional team support or full-service accounting."},{"name":"Scalable service levels","value":"Scale Services As Your Business Grows","valueDescription":"Select a service level ranging from transactional accounting to controllership or virtual CFO support, with services designed to scale alongside the company."},{"name":"Forecasting and cash flow management","value":"Forecast Cash Flow And Plan Ahead","valueDescription":"Use forecasting and cash flow management to inform planning and assess potential future investments, locations, hiring, or inventory expansion."},{"name":"Virtual CFO and strategic financial advisory","value":"Guide Strategic Financial Decisions","valueDescription":"Access virtual CFO-level financial management and analysis to support strategic planning, informed decisions, and business growth."},{"name":"Transaction recording and account reconciliation","value":"Record And Reconcile Financial Activity","valueDescription":"Outsource recording bank and credit activity and reconciling bank and credit card accounts as part of the selected service level."},{"name":"Month-end close and financial statements","value":"Close Books And Prepare Statements","valueDescription":"Receive month-end close support and financial statements through the selected controllership or virtual CFO service level."},{"name":"Financial dashboards and reporting","value":"View Current Financial Results And Performance","valueDescription":"Use standard or selected custom metrics, compare budgets with actuals, assess departmental and project performance, and access current business information through dashboards."},{"name":"Experienced accounting team","value":"Access Experienced Accounting Professionals","valueDescription":"Work with an accounting team with more than 75 years of combined experience and knowledge across a range of industries."},{"name":"Accounting technology analysis and cleanup","value":"Assess Systems And Clean Up Ledgers","valueDescription":"Review accounting technology needs and address general ledger or QuickBooks cleanup as part of selected add-on services."},{"name":"Tax filing and planning","value":"Manage Tax Filings And Projections","valueDescription":"Add tax-related support that can include sales tax filing, 1099 reporting, corporate or personal tax filing, and tax planning and projections."},{"name":"Customized service pricing","value":"Tailor Pricing To Service Requirements","valueDescription":"Pricing reflects transaction volume, close complexity, reconciliation needs, and reporting depth, aligning service scope and cost with company requirements."},{"name":"Financial data security and confidentiality","value":"Protect Sensitive Financial Information","valueDescription":"Porte Brown says it prioritizes security, compliance, and confidentiality in safeguarding sensitive financial information."},{"name":"Audit preparation and professional liaison","value":"Coordinate Audit And Professional Matters","valueDescription":"Receive support preparing for an audit and coordinating with the audit firm, legal counsel, and banking representatives."},{"name":"Payroll and retirement plan administration","value":"Administer Payroll And Retirement Plans","valueDescription":"Add payroll administration or retirement plan design and administration to the selected accounting services."},{"name":"Accounts payable and spend management","value":"Manage Payables And Spending","valueDescription":"Add accounts payable and spend management support to the outsourced accounting package."},{"name":"Process documentation and implementation","value":"Document And Implement Accounting Processes","valueDescription":"Obtain support documenting and implementing accounting processes as part of the selected service package."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Audit & Review Services","anchor":"product-audit-and-review-services","type":"Service","url":"https://www.portebrown.com/services/audit-review-services","summary":"Receive tailored audit and review counsel informed by industry experience and a commitment to completing engagements on time.","description":"Porte Brown provides audit, review, and attest services, taking a big-picture approach to understand each client’s business and offer solutions and counsel. The practice focuses on manufacturing, construction, not-for-profit organizations, professional services, and employee benefit and welfare plans. Specialized engagements include Uniform Guidance, Yellow Book and HUD audits; employee benefit plan audits; ESOP company and plan engagements; and agreed-upon procedures. Its CPAs bring audit, review, tax, and general business consulting experience. A no-extension policy is intended to ensure work is completed on time. For debt covenant concerns, Porte Brown works with clients and lending institutions on strategies to maintain or return to compliance, with follow-up during the audit process.","pricing":{},"features":[{"name":"Audit, review, and attest engagements","value":"Receive Audit, Review, And Attest Services","valueDescription":"Engage Porte Brown for audit, review, and attest work, with the team taking time to understand the business and provide counsel."},{"name":"Industry-focused audit expertise","value":"Apply Industry-Focused Audit Expertise","valueDescription":"Clients in the practice’s focus industries can work with a team experienced in their sectors."},{"name":"Cross-disciplinary audit and business counsel","value":"Gain Broader Audit And Business Counsel","valueDescription":"Receive a broad perspective informed by audit, review, tax, and general business consulting experience, with counsel beyond the basic attest engagement."},{"name":"Timely engagement completion","value":"Complete Engagements On Time","valueDescription":"Porte Brown’s no-extension policy is intended to ensure audit and review work is completed on time across covered engagement types."},{"name":"Debt covenant compliance support","value":"Address Debt Covenant Compliance","valueDescription":"Work with Porte Brown and a lending institution on strategies to maintain or restore compliance, with follow-up during the audit process."},{"name":"Specialized audit engagements","value":"Address Specialized Audit Requirements","valueDescription":"Access agreed-upon procedures and specialized audits and engagements, including Uniform Guidance, Yellow Book, HUD, employee benefit plan, and ESOP work."}],"marketCategories":[{"name":"Audit and Assurance Services","url":"https://nowen.ai/category/audit-and-assurance-services"}]},{"name":"Compliance & Audit Representation","anchor":"product-compliance-and-audit-representation","type":"Service","url":"https://www.portebrown.com/services/compliance-audit-representation","summary":"Get representation throughout federal and state tax audits, with support for documentation, agency meetings, progress updates, and sales and use tax compliance.","description":"Porte Brown represents businesses and individuals in tax audits by federal and state agencies, including the IRS, Illinois Department of Revenue, Department of Employment Security, and other state revenue departments. The team helps gather and review documentation, meets with agency representatives, and provides progress reports. Services also include sales and use tax compliance and consulting. Porte Brown reports that 80% of the audits it handles are resolved through no-change letters.","pricing":{},"features":[{"name":"Governmental tax audit representation","value":"Get Representation Throughout Governmental Tax Audits","valueDescription":"Porte Brown represents clients throughout the audit process, helping them navigate proceedings with federal and state agencies."},{"name":"No-change audit resolution record","value":"Pursue No-Change Audit Resolutions","valueDescription":"Porte Brown cites a record in which 80% of the audits it handles are resolved through no-change letters."},{"name":"Audit documentation support","value":"Prepare And Review Audit Documentation","valueDescription":"The team assists with gathering audit information and checks materials for completeness."},{"name":"Agency meeting representation","value":"Meet With Agency Representatives","valueDescription":"Porte Brown’s team meets with agency representatives while representing the client during the audit."},{"name":"Audit progress reporting","value":"Stay Informed Throughout The Audit","valueDescription":"Progress reports keep clients updated as the audit proceeds from the initial response through its conclusion."},{"name":"Sales and use tax compliance consulting","value":"Address Sales And Use Tax Compliance","valueDescription":"Receive support and consulting on sales and use tax compliance."}]},{"name":"Cybersecurity Services","anchor":"product-cybersecurity-services","type":"Service","url":"https://www.portebrown.com/services/cybersecurity","summary":"Help protect organizational data with cybersecurity services, consulting, and assistance creating continuity and incident response plans.","description":"Porte Brown partners with Ntiva, a managed service provider, to offer cybersecurity solutions. Services include cybersecurity risk assessments, vulnerability scanning, penetration testing, multi-factor authentication, phishing prevention training and testing, endpoint and intrusion detection and response, and CIO and CISO consulting. Porte Brown also assists with business continuity and incident response plans and offers a free initial conversation to discuss cybersecurity needs and possible preventative measures.","pricing":{},"features":[{"name":"Cybersecurity risk assessment","value":"Assess Cybersecurity Risks","valueDescription":"Review cybersecurity needs and identify preventative measures an organization may need to implement."},{"name":"Endpoint and intrusion detection and response","value":"Detect And Respond To Threats","valueDescription":"Use endpoint and intrusion detection and response services as part of an organization’s cybersecurity measures."},{"name":"Vulnerability scanning and penetration testing","value":"Test Systems For Security Weaknesses","valueDescription":"Use vulnerability scanning and penetration testing as part of an organization’s cybersecurity services."},{"name":"Multi-factor authentication","value":"Add Authentication Factors","valueDescription":"Implement multi-factor authentication as one component of an organization’s cybersecurity measures."},{"name":"CIO and CISO consulting","value":"Access CIO And CISO Consulting","valueDescription":"Consult with CIO and CISO specialists about an organization’s cybersecurity needs."},{"name":"Business continuity and incident response planning","value":"Create Continuity And Response Plans","valueDescription":"Receive assistance creating business continuity and incident response plans or policies."},{"name":"Managed service provider partnership","value":"Access A Full Cybersecurity Suite","valueDescription":"The partnership with Ntiva enables Porte Brown to offer cybersecurity solutions to help protect client data."},{"name":"Phishing prevention training and testing","value":"Train And Test Against Phishing","valueDescription":"Provide phishing prevention training and use phishing testing to support an organization’s cybersecurity efforts."},{"name":"Free initial cybersecurity conversation","value":"Discuss Needs At No Cost","valueDescription":"Start with a free conversation about cybersecurity needs and possible preventative measures."}]},{"name":"Estate Planning & Trust Services","anchor":"product-estate-planning-and-trust-services","type":"Service","url":"https://www.portebrown.com/services/estate-gift-tax-planning","summary":"Plan for a legacy, address estate and gift tax matters, and organize asset distribution according to personal goals.","description":"Porte Brown provides estate, trust, and gift tax planning and preparation tailored to clients’ financial circumstances and goals. Services include trust planning, gifting strategies, estate tax exposure planning, executor assistance, fiduciary and estate tax returns, charitable trust returns, generation-skipping tax strategies, estate tax projections, and integration of exit planning with estate planning. Porte Brown does not draft or modify trusts, estate plans, or wills, but can advise on strategies to help mitigate estate tax exposure and ease asset distribution.","pricing":{},"features":[{"name":"Estate and trust planning","value":"Plan Asset Transfers Around Your Goals","valueDescription":"Get support developing an estate plan that reflects goals for distributing assets and addresses trust planning considerations."},{"name":"Estate tax planning and preparation","value":"Address Estate Tax Obligations","valueDescription":"Receive estate tax return preparation and planning support, including projections and recommendations related to trust vehicles and estate tax exposure."},{"name":"Gift tax planning and preparation","value":"Plan Gifts With Estate Taxes In Mind","valueDescription":"Coordinate gift tax return preparation and gift planning with considerations related to overall estate tax exposure."},{"name":"Fiduciary income tax planning and preparation","value":"Manage Fiduciary Income Tax Matters","valueDescription":"Get preparation and planning support for fiduciary income tax returns, including matters involving trusts and closely held businesses."},{"name":"Generation-skipping tax strategies","value":"Address Generation-Skipping Tax Matters","valueDescription":"Get support with generation-skipping tax elections and strategies related to estate and trust planning."},{"name":"Executor and asset distribution assistance","value":"Ease Executor And Distribution Tasks","valueDescription":"Receive executor assistance and support intended to ease the burden of asset distribution."},{"name":"Exit and estate planning integration","value":"Align Business Exit And Estate Plans","valueDescription":"Coordinate exit planning with estate planning when considering how a business transition fits estate goals."},{"name":"Charitable trust tax returns","value":"Prepare Charitable Trust Returns","valueDescription":"Receive charitable trust return preparation and related calculations."}]},{"name":"Fraud & Forensic Accounting Investigations","anchor":"product-fraud-and-forensic-accounting-investigations","type":"Service","url":"https://www.portebrown.com/services/fraud-forensic-investigators","summary":"Uncover financial misconduct, identify risk areas, and support legal matters with investigative findings and expert testimony.","description":"Porte Brown conducts confidential fraud detection and forensic accounting investigations, including employee theft, hidden or misappropriated assets, shareholder disputes, and family law matters. The team reviews business operations, identifies risk areas, and recommends safeguards. Investigations can conclude with an expert witness report suitable for law enforcement or civil damage lawsuits, and the team communicates findings to attorneys and provides testimony in litigation.","pricing":{},"features":[{"name":"Confidential fraud investigations","value":"Investigate Suspected Fraud","valueDescription":"Receive confidential investigation of suspected or discovered fraud, including employee theft schemes."},{"name":"Expert witness reports and testimony","value":"Present Findings In Legal Proceedings","valueDescription":"Use investigative findings in an expert witness report suitable for law enforcement or civil damage lawsuits, with testimony available in litigation."},{"name":"Fraud risk assessments","value":"Identify Fraud Risk Areas","valueDescription":"Assess fraud risks and examine business operations to identify areas where the organization may be vulnerable."},{"name":"Asset concealment and misuse investigations","value":"Trace Concealed Or Misused Assets","valueDescription":"Investigations address hidden assets, corporate asset misappropriation, and marital funds dissipated in divorce matters."},{"name":"Dispute-related financial investigations","value":"Support Financial Disputes","valueDescription":"Get investigative accounting support for shareholder disputes and family law matters, with findings communicated to an attorney."},{"name":"Fraud safeguards","value":"Strengthen Internal Safeguards","valueDescription":"Receive recommendations for safeguards and systems designed to minimize opportunities for employee fraud."}]},{"name":"Peer reviews","anchor":"product-peer-reviews","type":"Service","url":"https://www.portebrown.com/services/peer-reviews","summary":"Help CPA firms monitor accounting and auditing practices, strengthen operations, and support high-quality service.","description":"Porte Brown conducts peer reviews for CPA firms, from sole proprietors to multi-state, multi-partner firms handling complex engagements. Services include system reviews, engagement reviews, and monitoring. Qualified peer reviewers assess accounting and auditing practices and may suggest improvements to operating processes and techniques. Clients can learn from practices observed at other reviewed firms and receive mentoring for staff interested in becoming peer reviewers.","pricing":{},"features":[{"name":"Qualified peer reviewers","value":"Engage Qualified Audit Reviewers","valueDescription":"Firms work with auditors whom Porte Brown qualifies to serve as peer reviewers."},{"name":"System reviews","value":"Assess Accounting And Auditing Practices","valueDescription":"A system review helps a CPA firm examine its accounting and auditing practices as part of the peer review process."},{"name":"Reviews for firms of varied sizes","value":"Serve Firms Of Varied Sizes","valueDescription":"CPA firms can request peer reviews whether they are sole proprietors or larger firms with complex engagements."},{"name":"Engagement reviews","value":"Review CPA Firm Engagements","valueDescription":"Engagement reviews provide a defined option within Porte Brown’s peer review services."},{"name":"Operating process improvement suggestions","value":"Improve Processes And Identify Efficiencies","valueDescription":"Reviewers may share practical suggestions to improve operations, enhance revenue, or lower costs."},{"name":"Best practices from reviewed firms","value":"Learn Best Practices From Other Firms","valueDescription":"Experience reviewing other firms gives clients an opportunity to learn observed practices."},{"name":"Monitoring","value":"Monitor Accounting And Audit Practices","valueDescription":"The monitoring service helps CPA firms monitor their accounting and auditing practices."},{"name":"Peer reviewer mentoring","value":"Develop Future Peer Reviewers","valueDescription":"Client-firm staff interested in becoming peer reviewers can receive mentoring from Porte Brown."}]},{"name":"Recruiting Services","anchor":"product-recruiting-services","type":"Service","url":"https://www.portebrown.com/services/human-resources-services","summary":"Identify qualified professionals and make informed hiring decisions with customized, cost-conscious recruiting support.","description":"Porte Brown provides customized recruiting and talent acquisition support to help organizations attract and secure qualified candidates. Services include job analysis, job description development, interview preparation, candidate search support, pre-employment screening, and onboarding assistance. The service focuses on professional-level placements in accounting, HR, marketing, and IT—not temporary or clerical staffing—and uses a transparent, fee-based model.","pricing":{},"features":[{"name":"Customized recruiting process","value":"Align Hiring With Your Organization","valueDescription":"A customized process considers staffing needs, goals, values, and culture to support informed hiring decisions."},{"name":"Candidate search support","value":"Find Qualified Professionals","valueDescription":"Candidate search support helps organizations identify potential candidates for full-time professional roles in accounting, HR, marketing, and IT."},{"name":"Professional-level placements","value":"Hire For Professional Roles","valueDescription":"Seek recruiting support for full-time professional positions in accounting, HR, marketing, and IT rather than temporary or clerical staffing."},{"name":"Transparent fee-based model","value":"Manage Recruiting Costs Transparently","valueDescription":"The fee-based model is presented as a straightforward, cost-conscious way to access recruiting support."},{"name":"Job analysis and description development","value":"Clarify Roles And Develop Job Descriptions","valueDescription":"Job analysis and description development help establish a clear foundation for filling a role."},{"name":"Pre-employment screening","value":"Screen Candidates Before Hiring","valueDescription":"Pre-employment screening is among the service options that support organizations through hiring."},{"name":"Onboarding assistance","value":"Support New-Hire Onboarding","valueDescription":"Onboarding assistance helps clients with the transition after hiring."},{"name":"Interview preparation","value":"Prepare For Candidate Interviews","valueDescription":"Interview preparation supports an important step in evaluating candidates."}]},{"name":"Retirement & Employee Benefit Plans Consulting","anchor":"product-retirement-and-employee-benefit-plans-consulting","type":"Service","url":"https://www.portebrown.com/services/retirement-benefit-services","summary":"Get tailored plan design, administration, and compliance support to help meet plan goals and fiduciary responsibilities.","description":"Porte Brown provides personalized consulting, design, compliance review, and administration for retirement and employee benefit plans. Specialists tailor plans to client needs and goals, including safe harbor 401(k), cross-tested, and non-qualified deferred compensation plans. As a third-party administrator, Porte Brown helps plan sponsors meet fiduciary responsibilities and offers 401(k) vendor and fee reviews.","pricing":{},"features":[{"name":"Retirement plan design and consulting","value":"Design Plans Around Your Needs","valueDescription":"Receive retirement plan design and consulting tailored to your organization’s circumstances and goals."},{"name":"Plan administration","value":"Simplify Plan Administration","valueDescription":"Access plan administration through a practice group focused on retirement and employee benefit plans."},{"name":"Fiduciary responsibility support","value":"Support Fiduciary Responsibilities","valueDescription":"Get third-party administrator support to help meet fiduciary responsibilities while focusing on business operations and employees."},{"name":"IRS and Department of Labor compliance review","value":"Review Plan Compliance","valueDescription":"Receive a review to help evaluate plans against IRS and Department of Labor requirements."},{"name":"401(k) vendor and fee review","value":"Review 401(K) Vendors And Fees","valueDescription":"Assess 401(k) plan vendors and fees through a dedicated review."}]},{"name":"Porte Brown Speakers Bureau","anchor":"product-porte-brown-speakers-bureau","type":"Service","url":"https://www.portebrown.com/services/speakers-bureau","summary":"Bring knowledgeable Porte Brown professionals to events for informative in-person or virtual presentations on tax, markets, and nonprofit topics.","description":"Porte Brown’s Speakers Bureau connects organizations with professional speakers on staff who are knowledgeable in their fields, industries, and service areas. Speakers have experience presenting at in-person seminars and conferences, as well as virtual webinars and webcasts. Topics include tax legislation, market insights, tax law changes for nonprofits, and tax credits and deductions. Organizers can review speaker expertise and past speeches, then request a speaker through the bureau’s contact form.","pricing":{},"features":[{"name":"In-person and virtual presentations","value":"Choose In-Person Or Virtual Formats","valueDescription":"Arrange presentations for in-person seminars and conferences or virtual webinars and webcasts."},{"name":"Knowledgeable professional speakers","value":"Invite Knowledgeable Speakers","valueDescription":"Select from Porte Brown professionals who bring expertise in their fields and knowledge of different industries and service areas."},{"name":"Tax legislation presentations","value":"Explore Tax Legislation Topics","valueDescription":"Hear presentations on tax legislation, tax policy, and changes."},{"name":"Speaker availability requests","value":"Request Speaker Availability","valueDescription":"Contact Porte Brown through the speaker request form or request availability for a listed speaker."},{"name":"Market insights presentations","value":"Explore Market Insights","valueDescription":"Review market-related presentations, including past speeches about market recoveries and investing during an election year."},{"name":"Nonprofit tax law presentations","value":"Address Nonprofit Tax Law Changes","valueDescription":"Choose presentations focused on tax law changes and tax matters affecting nonprofit organizations."},{"name":"Speaker profiles and past speeches","value":"Review Speaker Expertise And Past Speeches","valueDescription":"Compare speaker expertise and review previous presentation topics to help identify a suitable speaker."},{"name":"Tax credits and deductions presentations","value":"Cover Tax Credits And Deductions","valueDescription":"Request a presentation focused on tax credits and deductions."}]},{"name":"Tax services","anchor":"product-tax-services","type":"Service","url":"https://www.portebrown.com/services/tax-services","summary":"Prepare returns, manage tax obligations, identify potential tax-saving opportunities, and make informed decisions as tax rules change.","description":"Porte Brown provides tax planning, preparation, consulting, and compliance services to businesses and individuals. Its CPAs monitor tax laws and policy changes and advise on federal, state, local, and international tax matters. Services include personal and business return preparation, tax strategy, multistate and international tax support, and guidance on tax credits, deductions, and government programs. Specialized matters include FBAR filings, trusts and estates, exempt organizations, cryptocurrency tax planning, tax audit representation, and sales and use tax compliance. The offering encompasses state and local tax planning, compliance, nexus reviews, multistate returns, international tax planning and reporting, and estate, trust, and gift tax services.","pricing":{},"features":[{"name":"Tax return preparation","value":"Prepare Personal And Business Tax Returns","valueDescription":"Get help preparing individual and business returns, with planning intended to simplify filing, identify applicable tax breaks, and support compliance."},{"name":"Tax planning and consulting","value":"Plan Tax Decisions With Expert Guidance","valueDescription":"Receive tax advice tailored to individual circumstances to help consider tax consequences in business, financial, or organizational decisions."},{"name":"Tax compliance across jurisdictions","value":"Manage Tax Obligations Across Jurisdictions","valueDescription":"Get support with tax requirements across relevant jurisdictions and guidance informed by changes in tax laws and policy."},{"name":"Tax credits, deductions, and incentives","value":"Identify Applicable Tax Savings Opportunities","valueDescription":"Explore credits, deductions, and tax programs that may reduce tax burden or support reinvestment, subject to eligibility and circumstances."},{"name":"International tax planning and compliance","value":"Navigate Cross-Border Tax Requirements","valueDescription":"Organizations and individuals with international activities can receive tailored guidance on cross-border planning, reporting, compliance, and structuring."},{"name":"State and local tax planning and compliance","value":"Address Multistate Tax And Nexus Issues","valueDescription":"Identify potential state tax obligations and exposure, plan for operations across jurisdictions, and receive support with multistate returns and Illinois tax matters."},{"name":"Estate, trust, and gift tax services","value":"Plan And Prepare Estate And Trust Returns","valueDescription":"Receive tax preparation and planning for estate, gift, and fiduciary matters, including projections and related recommendations."},{"name":"Tax problem and audit assistance","value":"Address Tax Problems And Audit Matters","valueDescription":"Get guidance on resolving tax problems and representation through federal and state audits, with help organizing documentation, communicating with agencies, and tracking progress."},{"name":"FBAR filing support","value":"Prepare FBAR Filings","valueDescription":"Receive assistance with FBAR filings as part of tax service needs."},{"name":"Cryptocurrency tax planning","value":"Plan Cryptocurrency Tax Treatment","valueDescription":"Get guidance on cryptocurrency tax considerations and the evolving rules that apply."}]},{"name":"Technology Consulting","anchor":"product-technology-consulting","type":"Service","url":"https://www.portebrown.com/technology-consulting","summary":"Select and implement business technology to improve efficiency, productivity, and access to financial information for better decisions.","description":"Porte Brown’s Technology Consulting Group helps clients assess their goals and business environment, select financial and accounting software, and implement software, add-ons, integrations, and hardware. Services include training and ongoing support, with guidance on securing systems. Software expertise includes QuickBooks and QuickBooks Online, as well as options for sales tax automation, bill payment, reporting, expense and time tracking, and workforce management.","pricing":{},"features":[{"name":"Software needs analysis and selection","value":"Choose Software That Fits Your Needs","valueDescription":"Receive software recommendations based on business environment and goals."},{"name":"Software implementation and conversion","value":"Implement Software And Convert Systems","valueDescription":"Set up software, add-ons, and compatible systems, including supported conversions."},{"name":"Accounting software expertise","value":"Use Accounting Software With Expert Support","valueDescription":"Get help selecting and using QuickBooks products, along with implementation, training, conversion, reporting, and support."},{"name":"Software integration","value":"Connect Compatible Business Applications","valueDescription":"Integrating software adds functionality and enables compatible systems to work together without necessarily replacing existing software."},{"name":"Software training","value":"Train Teams To Use Their Software","valueDescription":"Training helps client staff learn selected software as part of implementation."},{"name":"Ongoing software support","value":"Get Support After Implementation","valueDescription":"Receive help after setup, including software assistance and specified QuickBooks services such as company cleanup and custom reports."},{"name":"Hardware and infrastructure guidance","value":"Select Hardware For Your Software","valueDescription":"Choose hardware that can support selected software without buying equipment that is insufficient or more expensive than needed."},{"name":"Technology security guidance","value":"Help Secure Business Systems","valueDescription":"Receive guidance on protecting technology systems that store private customer information from outside threats."},{"name":"Business software solutions","value":"Extend Software With Business Tools","valueDescription":"Explore software for sales tax, payments, reporting, expenses, time tracking, and workforce management that integrates with accounting systems."}]},{"name":"Business Transition Planning & Advisory Services","anchor":"product-business-transition-planning-and-advisory-services","type":"Service","url":"https://www.portebrown.com/services/valuation-transition-planning","summary":"Plan a business transition with guidance on value, succession, transactions, taxes, and continuity to support informed ownership decisions.","description":"Porte Brown advises privately held businesses on ownership transitions, including sales to third parties and transfers within families. Services include succession and exit planning, business valuation and appraisal, value building, mergers and acquisitions support, transfer strategies, buy/sell agreements, due diligence, tax planning and compliance, cash flow analysis, business continuity planning, and financial planning. Valuation support also addresses shareholder buyouts, estate and gift tax planning, purchase price allocations, strategic planning, and financing. Advisory work considers alignment with estate planning goals and owners’ financial needs after a transition.","pricing":{},"features":[{"name":"Business valuation and appraisal","value":"Understand Your Business Value","valueDescription":"Access valuation information to inform ownership decisions, growth, investment, insurance coverage, financing, or a potential sale."},{"name":"Succession and exit planning","value":"Plan A Successful Exit","valueDescription":"Set goals and develop an exit or ownership succession plan, considering timing and alignment with personal and business goals."},{"name":"Transaction and acquisition assistance","value":"Evaluate Transaction Details","valueDescription":"Receive transaction support that includes due diligence and examination of relevant values, risks, liabilities, and strategic synergies."},{"name":"Transition tax planning and compliance","value":"Plan For Transition Tax Impacts","valueDescription":"Consider tax consequences and compliance when planning a business transfer or transaction."},{"name":"Ownership transfer strategies","value":"Choose An Ownership Transfer Path","valueDescription":"Consider transfer strategies for different ownership transition scenarios, including third-party sales and family business transfers."},{"name":"Business value building and strategic analysis","value":"Identify Business Value Drivers","valueDescription":"Use value driver analysis and business value-building support to inform strategic planning and a future transition."},{"name":"Estate planning alignment","value":"Align Business And Estate Plans","valueDescription":"Include gift and estate planning considerations when evaluating ownership transitions and trust and estate goals."},{"name":"Financial and cash flow planning","value":"Assess Post-Transition Finances","valueDescription":"Use financial planning and cash flow analysis to consider whether a transition supports the owner’s financial needs and post-transition lifestyle."},{"name":"Shareholder buyout and buy-sell valuation support","value":"Inform Ownership Agreements","valueDescription":"Use valuation information to support shareholder buyouts and valuation needs associated with buy-sell agreements."},{"name":"Estate and gift tax valuation support","value":"Support Estate And Gift Planning","valueDescription":"Bring business valuation information into estate and gift tax planning and related filings."},{"name":"Contingency and business continuity planning","value":"Prepare For Business Disruptions","valueDescription":"Address contingency and continuity planning when preparing the business for ownership transition and potential disruptions."},{"name":"Purchase price allocation","value":"Allocate Purchase Prices","valueDescription":"Obtain support for purchase price allocation as part of business valuation and transaction planning."},{"name":"Asset gap identification","value":"Identify Asset Gaps","valueDescription":"Identify asset gaps when evaluating transition needs and planning for the owner’s financial goals."},{"name":"Acquisition integration and post-closing support","value":"Plan Post-Acquisition Integration","valueDescription":"Address post-closing needs through integration planning, budgeting and forecasting, and post-closing audit services."},{"name":"Corporate conversion valuation support","value":"Address Corporate Conversion Needs","valueDescription":"Access valuation-related assistance for C-to-S corporation conversions."}]},{"name":"Porte Brown Wealth Management","anchor":"product-porte-brown-wealth-management","type":"Service","url":"https://portebrown.com","summary":"Get holistic financial guidance tailored to personal and business goals across investments, retirement, taxes, and other planning needs.","description":"Porte Brown Wealth Management provides holistic financial planning for individuals, families, and businesses. Services include retirement, debt, estate, education, tax, business, and investment planning, as well as support for special situations, income protection, asset preservation, and insurance. Advisors seek solutions specific to each client’s goals and needs.","pricing":{},"features":[{"name":"Holistic, goal-specific planning","value":"Get Planning Tailored To Your Goals And Needs","valueDescription":"Porte Brown Wealth Management describes its approach as holistic, with solutions specific to clients’ goals and needs."},{"name":"Retirement planning","value":"Plan For Retirement With Personalized Guidance","valueDescription":"Retirement planning supports clients working toward their financial goals for retirement."},{"name":"Estate planning","value":"Plan How Your Assets Will Be Distributed","valueDescription":"Address goals for a legacy and the distribution of assets."},{"name":"Investment planning","value":"Align Investment Planning With Your Goals","valueDescription":"Address investment needs as part of a holistic approach tailored to client goals."},{"name":"Tax planning","value":"Address Tax Needs In Your Financial Plan","valueDescription":"Include tax planning alongside other wealth management needs."},{"name":"Business planning","value":"Plan For Your Business's Financial Needs","valueDescription":"Business planning is available as part of the wealth management offering."},{"name":"Asset preservation","value":"Plan To Preserve Your Assets","valueDescription":"Address asset preservation as part of wealth management planning."},{"name":"Debt management","value":"Address Debt Within Your Financial Plan","valueDescription":"Include debt management in broader wealth planning."},{"name":"Education planning","value":"Include Education Goals In Your Financial Plan","valueDescription":"Address education goals within broader financial planning."},{"name":"Income protection","value":"Plan For Income Protection","valueDescription":"Address income protection as one component of financial planning."},{"name":"Insurance planning","value":"Include Insurance In Your Financial Plan","valueDescription":"Consider insurance within the broader range of financial planning services."},{"name":"Special situation planning","value":"Address Special Situations In Your Plan","valueDescription":"Discuss special situations as part of wealth management planning."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://portebrown.com","text":"Porte Brown"},{"url":"https://www.portebrown.com/services/accounting-services","text":"Elevate365 outsourced accounting and advisory services"},{"url":"https://www.portebrown.com/services/audit-review-services","text":"Audit & Review Services"},{"url":"https://www.portebrown.com/services/compliance-audit-representation","text":"Compliance & Audit Representation"},{"url":"https://www.portebrown.com/services/cybersecurity","text":"Cybersecurity Services"},{"url":"https://www.portebrown.com/services/estate-gift-tax-planning","text":"Estate Planning & Trust Services"},{"url":"https://www.portebrown.com/services/fraud-forensic-investigators","text":"Fraud & Forensic Accounting Investigations"},{"url":"https://www.portebrown.com/services/peer-reviews","text":"Peer reviews"},{"url":"https://www.portebrown.com/services/human-resources-services","text":"Recruiting Services"},{"url":"https://www.portebrown.com/services/retirement-benefit-services","text":"Retirement & Employee Benefit Plans Consulting"},{"url":"https://www.portebrown.com/services/speakers-bureau","text":"Porte Brown Speakers Bureau"},{"url":"https://www.portebrown.com/services/tax-services","text":"Tax services"},{"url":"https://www.portebrown.com/technology-consulting","text":"Technology Consulting"},{"url":"https://www.portebrown.com/services/valuation-transition-planning","text":"Business Transition Planning & Advisory Services"}]}