Services at a Glance

Elevate365: Outsourced Accounting & Advisory Services

For over 75 years Porte Brown’s accountants have been offering top-quality service to businesses, individuals, and organizations throughout the Chicagoland area. We want our clients to feel comfortable coming to us for advice and support, which is why we visit our clients at their place of business; it helps us identify our clients’ unique needs and allows us to have faster turnaround for questions and concerns they may have.

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Audit & Review Services

Our audit and review services span several industries with a particular focus on manufacturing, construction, not-for-profit organizations, professional services and employee benefit and welfare plans. We like to take a “big picture” approach because it allows us to fully understand your business and enable us to offer the best possible assistance.

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Compliance & Audit Representation

Being audited by a federal or state agency can be a nerve-racking experience for the layman who has limited experience dealing with auditors. Porte Brown’s Government Compliance Practice Group is highly skilled with the process and understands how exhausting the procedure can be, which is why our team represents clients throughout the entire ordeal.

We help our clients gather and review documentation and meet with the agency representative at our office, all while providing progress reports to the client until the very end of the audit.

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Cryptocurrency Tax Planning

Currently, virtual currencies are operating in a "wild west" environment with only a basic list of rules and regulations established by the IRS. Due to this absence of federal guidelines on cryptocurrencies, it can be very hard to determine if you're overpaying or underpaying on your taxes. While the growing pains of the cryptocurrency market are likely to continue, this transitional climate is sure to end in the near future, especially as the IRS and the U.S. Treasury start to craft more regulations and explore better solutions to track cryptocurrency tax obligations.

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Cybersecurity Services

It is important to have a cybersecurity plan in place and a partner you can rely on day in and day out. Porte Brown is proud to partner with Ntiva, a Managed Service Provider, so we can better support our clients growing cybersecurity needs. This partnership enables us to offer a full suite of cybersecurity solutions that can help...

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Dashboard Solutions

Running a business can be overwhelming because of the need for up-to-date information at your fingertips. The more information you have, the better decisions you can make. If you have to take a inordinate amount of time away from your operations in order to run reports, it can be detrimental to the outcome and your business' long-term success. With the use of dashboards, you can be more proactive.

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Estate & Trust Services

Planning for retirement invariably comes down to making sure you save enough during your working years to build up a nest egg to use during your golden years. But what happens beyond retirement? Have you thought about your legacy and what you'll leave to your family and friends once you're gone?

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Fraud & Forensic Accounting Investigations

Discovery or suspecting employee theft is one of the most devastating things a business owner can experience. Porte Brown conducts confidential and thorough fraud detection and forensic accounting investigations. Our highly trained team will review your business operations, spotlight the areas where you are at risk, and then implement appropriate safeguards. The goal is to create systems that minimize employee opportunity.

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International Tax Services

Whether your company is a large multi-national corporation that has been operating globally for years or is a small firm looking to expand its business, it is important to understand how an international operation can affect your business, its prospects for growth, and how your bottom line can be affected by international taxes.

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Peer Reviews

Once every three years firms and individuals enrolled in the AICPA Peer Review Program must have a peer review conducted of their accounting and auditing practice. Porte Brown welcomes the opportunity to conduct other CPA firms’ peer reviews.

Our services include, system reviews, engagement reviews, and monitoring. This service is extremely important because it helps monitor a CPA firm’s accounting and audit practice, ensuring that only the very best service is being offered to the general public.

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Recruiting Services

Maintaining a full-time human resources department can be a burden. Whether your business is too small to afford a full-time HR professional or you're too busy with your day-to-day operations, Porte Brown can advise and assist you with all your recruiting and talent acquisition needs.

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Retirement & Employee Benefit Plans

Planning for retirement can be a daunting proposition, which is why Porte Brown’s Retirement and Employee Benefit Plans Practice Group is here to help you or your organization secure peace of mind before you reach your golden years.

We specialize in safe harbor 401(k) and cross-tested plan designs, enabling you to collect more of what you earned during your many years of hard work and also giving you the flexibility needed to avoid unknown financial pitfalls.

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Speakers Bureau

Porte Brown is proud to have several professional speakers on staff who are not only highly engaging and informative speakers, they are experts within their respect fields and boast a thorough knowledge of many different industries and service areas. Each of our speakers bring many years of oratory experience of in-person seminars and conferences as well as virtual webinars and webcasts. We invite you to take a look at each speaker and their area of expertise and/or review our past speeches.

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State & Local Tax Services (SALT)

No matter the state or jurisdiction that your business resides, state and local taxes always seem to be in transition. Porte Brown’s tax experts can help your business remain compliant with state tax laws and regulations, develop innovative tax planning strategies regardless of where your company conducts business or the number of states your company may reside, perform nexus reviews, and highlight potential areas of sales and use tax exposure. Our state and local tax specialists...

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Tax Services

The complex nature of the United States’ tax policy is an ever-changing and evolving problem for many individuals and businesses. This is just one of the many reasons why Porte Brown is an invaluable resource for those looking for tax counsel relating to federal, state, local, and international tax matters. We can also help you take advantage of the many tax credits and deductions sponsored by the government tax programs.

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Technology Consulting

Since 1992 Porte Brown has provided support for clients looking to supplement their business’s ability to track their current and future needs with financial software packages. We believe technology solutions, such as QuickBooks and QuickBooks Online, are vital for businesses looking for ways to increase efficiency and stay within budget.

Integrating technology to match your unique strategy is a great way to bolster strategic planning and increase productivity. Porte Brown is here to help you select the right software solution, implement it, and offer support throughout the entire process.

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Transition Planning & Advisory Services

Understanding what your company is worth, through a business valuation, is crucial for business owners who are looking to acquire, sell, merge, transfer, or transition a business.

Porte Brown LLC has highly qualified CPAs who can assist you with this critical and complex decision that will ultimately determine the fate of your company. We offer valuations, transition planning, due diligence and acquisition assistance, and much more.

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Exit Planning Team

Valuation Advisory Services

Knowledge is power when it comes to understanding the value of a business or property. Whether it is for a business acquisition, an exit strategy for retirement, or a property settlement, having the right information on hand can mean a world of difference when it comes to planning your future. Porte Brown has highly qualified CPAs who can assist you when making one of the most critical and complex decisions of your life. We help our clients take a proactive approach, so they have all of the relevant information on hand before a decision needs to be made.

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Wealth Management

Porte Brown Wealth Management offers an individualized approach for each and every client based according to their financial needs and goals. Our comprehensive wealth management, wealth creation, preservation and distributions strategies provide financial peace of mind for our clients.

By offering sound advice and unique strategies, our clients know they will receive personalized attention for everything they need. From retirement planning to investment planning to asset preservation, Porte Brown Wealth Management is here to help you reach your financial dreams.

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Get in touch today and find out how we can help you meet your objectives.

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