About Jarrod C. Bokhart
Jarrod Bokhart is the Founder and President of Portfolio Tax and Accounting, a full-service tax and accounting firm in Orlando, Florida.
Jarrod has been in the financial and tax industry for almost 6 years. Coming from a financial and investment advising background, Jarrod offers more than a standard enrolled agent. Having represented clients in 12 states and federally against the IRS, Jarrod uses his investment advisor knowledge to help clients save money and protect their assets from the IRS. He also utilizes the latest technology to expedite resolutions coupled with his extensive tax and finance background. His motto is, “If we are not using the latest technology combined with IRS representation knowledge to get the best and fastest outcome for the client, we as tax resolution specialists are doing them a disservice.” The tax industry tends to work slowly but by leveraging technology, Jarrod hopes to bring it into the future.
If you are looking for someone, who can bring you the best, most efficient, and quickest outcome for your tax problem, please send him a message. He has helped many families through their crises and cannot wait to start helping you.
Jarrod is an Enrolled Agent (EA) licensed by the IRS who takes pride in helping businesses and individuals with IRS and state problems. He is also a financial advisor focusing on assisting high-net-worth clients with financial investments and planning. If you are currently dealing with an IRS or state tax problem, Jarrod can help you resolve your issues and help you plan for the future.
Licenses:
Enrolled Agent
Investment Advisor Representative
Life and Health Insurance
Quickbooks Pro
Member of:
American Bar Association
Florida Association of Enrolled Agents
National Association of Enrolled Agents
American Society of Tax Problem Solvers
Jarrod has been in the financial and tax industry for almost 6 years. Coming from a financial and investment advising background, Jarrod offers more than a standard enrolled agent. Having represented clients in 12 states and federally against the IRS, Jarrod uses his investment advisor knowledge to help clients save money and protect their assets from the IRS. He also utilizes the latest technology to expedite resolutions coupled with his extensive tax and finance background. His motto is, “If we are not using the latest technology combined with IRS representation knowledge to get the best and fastest outcome for the client, we as tax resolution specialists are doing them a disservice.” The tax industry tends to work slowly but by leveraging technology, Jarrod hopes to bring it into the future.
If you are looking for someone, who can bring you the best, most efficient, and quickest outcome for your tax problem, please send him a message. He has helped many families through their crises and cannot wait to start helping you.
Jarrod is an Enrolled Agent (EA) licensed by the IRS who takes pride in helping businesses and individuals with IRS and state problems. He is also a financial advisor focusing on assisting high-net-worth clients with financial investments and planning. If you are currently dealing with an IRS or state tax problem, Jarrod can help you resolve your issues and help you plan for the future.
Licenses:
Enrolled Agent
Investment Advisor Representative
Life and Health Insurance
Quickbooks Pro
Member of:
American Bar Association
Florida Association of Enrolled Agents
National Association of Enrolled Agents
American Society of Tax Problem Solvers
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- Florida Department of Revenue
- New York State Department of Taxation
- California Department of Tax & Fee Administration (CDTFA)
- Delaware Division of Revenue
Reviews
Reviewed by
Anonymous
Advised on Unpaid Taxes, Past Due Tax Return |
Jan 19, 2023
Reviewed by
Anonymous
Advised on Unpaid Taxes, Past Due Tax Return |
Jan 18, 2023
Problem Experience
- Unpaid Taxes
- Wage Garnishment
- Past Due Tax Return
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Criminal or Tax Evasion
- Trust Fund Recovery Penalty
- Tax Preparer Penalties
- FBAR & FATCA
- Other Levies
- Passport Issues
- Cryptocurrency Issue
- Spousal Tax Issue
- Tax-Related Identity Theft
- Foreign Informational Penalties
- ESRP
- Expatriation (Form 8854)
- FIRPTA
- Notice of Deficiency
- Notice of Determination
- Tax Refund
- Tax Return Mistake
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Lien
- Tax Penalties
- License Revocation
- Seizure
- Unfiled Payroll Taxes
- Sales Tax
- Unfiled Sales Taxes
- Bank Levy
- Tax Audit or Examination
- Re-Employment Tax Issues
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Tax Warrant
- Tax Penalties
- Seizure
- Bank Levy
- Sales Tax
- 100% Penalty Assessment
- Tax-Related Identity Theft
- Tax Audit or Examination
- Franchise Tax Issues
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Bank Levy
- Other Levies
- Tax-Related Identity Theft
- Sales Tax Audit or Examination
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Revocation of Licensing
- Notice of Judgement
- Bank Levy
- Seizure
- Tax Audit or Examination
- 100% Penalty Assessment
- Trust Fund Recovery Penalty
- Tax-Related Identity Theft
- Franchise Tax Issues
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- CAP Hearing
- CDP Hearing
- Business Tax Preparation
- Trust Tax Preparation
- Gift and GSTT Tax Preparation
- Estate Tax Preparation
- FBAR & FACTA
- Lien Discharge
- Audit Reconsideration
- Lien Subordination
- Bankruptcy
- 4180 Interview Support
- Audit Representation
- Estate (Fiduciary) Tax Preparation
- CSED Analysis
- Streamlined Filing Procedure
- IRS Transcript Analysis
- Payment Agreement
- Business Tax Preparation
- Amend Tax Returns
- Tax Appeals
- Audit Support
- Bankruptcy
- Voluntary Disclosure
- Tax Amnesty
- Payment Plan
- Penalty Abatement
- Offer In Compromise
- Levy Release or Reduction
- Individual Tax Preparation
- Lien Release
- Innocent Spouse Relief
- Business Tax Preparation
- Audit Defense & Support
- Amend Tax Returns
- Hardship - CNC
- Estate Tax Preparation
- Fiduciary (Trust & Estate 1041)
- Tax Appeals
- Tax Amnesty
- Bankruptcy
- Installment Agreement
- Financial Hardship
- Offer In Compromise
- Levy Release or Reduction
- Penalty Abatement
- Tax Appeals
- Sales Tax Preparation
- Amend Tax Returns
- Audit Defense and Support
- Tax Amnesty
- Payment Plans
- Individual Tax Preparation
- Levy Release or Reduction
- Amend Tax Returns
- Audit Support & Defense
- Lien Release
- Injured Spouse Relief
- Business Tax Preparation
- Appeals Support
- Bankruptcy
- Tax Amnesty
Tax Types Serviced
Corporate Tax
Excise Tax
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
Gift Tax/GST Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Non-Profits/Charities
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
6/15/2022
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Enrolled Agent and Owner | Portfolio Tax and Accounting LLC | Orlando, Florida | Jul 2022 - Present |
| Registered Investment Advisor | Siler Wealth Management | Orlando, Florida | Aug 2019 - Present |
| Senior Tax Preparer | SFG, LLC | Orlando, Florida | Jan 2019 - Jun 2021 |
| Financial Advisor | Dragon Financial | Orlando, Florida | Jun 2017 - Jun 2019 |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| University of South Florida | Bachelor's Degree | 2015 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| American Bar Association | Associate Member | 2022 - Present |
| National Association of Enrolled Agents | Enrolled Agent | 2022 - Present |
| Florida Society of Enrolled Agents | Enrolled Agent | 2022 - Present |
| American Society of Tax Problem Solvers | Enrolled Agent | 2022 - Present |
Contact Information
Address
2965 W State Rd 434
Longwood, Florida 32779
Longwood, Florida 32779
In Office Visits
No
Pricing & Payments
Virtual Consultation
Small fee Investigation
Flat Fee Pricing
Publications
| Publication Type | Publication Name | Title | Link |
|---|---|---|---|
| Web Article | I'm In Trouble With The IRS! | I'm In Trouble With The IRS! | View Publication |
| Podcast | The StockDr's Prescription | Various Episodes | View Publication |
| Web Article | Portfolio Tax and Accounting LLC Blog | Why You May Owe Taxes for 2021, And Not Get a Refund | View Publication |
Videos & Photos
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