Accounting Portfolios Inc

Clarity. Confidence. Year-Round Accounting Support

Accountant in Fall River, MA (show on map)

3.9

★★★★☆

38 reviews

Tax & Accounting Services in Southeastern MA and Rhode Island with over 30 years of experience.

Call (508) 676-1040

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About

Founded by Luis C. Pacheco in 1991, Accounting Portfolios, Inc. offers dependable services in tax preparation, accounting, payroll, estate planning, and small business consulting, all with a commitment to personalized attention, accuracy, and long-term success.

Over 30 years of trusted tax and accounting expertise

Licensed Enrolled Agents (EA) on staff

Serving Southeastern MA & Rhode Island with integrity

Accredited by the Better Business Bureau (BBB)

Experienced payroll and bookkeeping specialists

IRS Authorized e-File Provider

Services

Accounting

Accurate financial records and expert guidance to keep your business running smoothly year-round.

General ledger setup and maintenance Monthly and quarterly financial reporting Budget tracking and forecasting Year-end closing support Tax-ready financial statements QuickBooks assistance and training

Bookkeeping

Spend less time sorting paperwork. We deliver organized, up-to-date records tailored to your needs.

Bill payment and expense tracking Accounts payable and receivable management Bank and credit card reconciliations Customized cash flow and balance reports Sales journal and general ledger maintenance Business tax report preparation and filing

Business Consulting

From choosing the right business structure to planning for growth, we provide the insights you need to move forward confidently.

Business formation and entity selection Strategic planning and financial forecasting Operational efficiency reviews Succession and exit planning Cash flow analysis and budgeting Change management and restructuring Guidance on regulatory and tax implications

Estates & Trusts

Minimize tax exposure and ensure a smooth transition of assets with professional estate and trust support.

Coordination with your estate attorney Preparation of estate and trust tax returns Strategic planning to minimize estate taxes Income distribution planning for beneficiaries Assistance with fiduciary accounting and reporting Year-round availability to answer questions and handle filings

Income Tax

Fast, accurate, and stress-free tax preparation for individuals, families, and businesses — including same-day service.

Federal and state tax return preparation Free electronic filing Same-day tax preparation available Tax planning for individuals, families, retirees, and businesses Guidance for trusts, estates, partnerships, and corporations Four convenient locations for in-person service Year-round support and consulting

IRS Representation

Facing an audit or letter from the IRS? We’ll guide and represent you every step of the way.

Audit representation and response preparation Correspondence and communication with the IRS on your behalf Help resolving back taxes and payment plans Assistance with IRS notices, penalties, and tax disputes Representation during state tax audits or inquiries Guidance on compliance and documentation to avoid future issues

Credentials & Certifications

Licensed Enrolled Agent (EA)

Since 1991

Better Business Bureau (BBB) Accredited

Since N/A

IRS Authorized e-File Provider

Since N/A

Reviews

Rating

3.9

★★★★☆

Reviews

"Very happy with her knowledge and efficiency."

Frequently Asked Questions

What types of tax services do you offer? +

We provide comprehensive income tax preparation for individuals, families, and businesses, including same-day service, tax planning, and representation before the IRS.

How does your bookkeeping service work? +

Our bookkeeping services handle bill payment, expense tracking, accounts payable and receivable management, bank reconciliations, customized cash flow reports, and tax report preparation.

What is included in your business consulting services? +

We offer business formation guidance, strategic planning, operational efficiency reviews, succession and exit planning, cash flow analysis, change management, and regulatory tax advice.

How do you assist with estate and trust planning? +

Our estate and trust services coordinate with attorneys, prepare tax returns, minimize estate taxes, plan beneficiary distributions, handle fiduciary accounting, and provide year-round support.

What sets your IRS representation apart? +

We represent clients during audits, handle all IRS correspondence, resolve back taxes, assist with notices and disputes, and provide compliance guidance to prevent future issues.

Do you offer payroll services? +

Yes, we provide reliable payroll processing that reduces errors and ensures compliance with all filing requirements.