Mr. Portnoy is an Enrolled Agent tax advisor. As such he is federally authorized tax practitioner empowered by the U.S. Department of the Treasury. Mr. Portnoy represent taxpayers before the Internal Revenue Service (IRS) for tax issues that include audits, collections and appeals.
Mr. Portnoy also is a Financial Advisor focused on Retirement Planning and an Investment Advisor Representative for Avantax Advisory ServicesSM approved to conduct business in the state of Texas. As a financial advisor Mr. Portnoy holds FINRA Series 7 License, FINRA Series 66 License and a Texas license for life, health and disability insurance. Mr. Portnoy's main objectives are to educate and assist his clients with Income tax and retirement financial solutions.