Jarrod C. Bokhart

Jarrod C. Bokhart

Languages Spoken: English
Longwood, Florida
TaxCure Rating 3 Reviews
EA at Portfolio Tax and Accounting LLC

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

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

5.0

Customer Rating

3 Reviews

5
4
3
2
1
Reviewed by Anonymous
Advised on Unpaid Taxes, Past Due Tax Return | Jan 19, 2023
Mr Bokhart was amazing with providing me help filing my back taxes. He was able to get me into a currently not collectable status so I have at least a year to save up money to pay my back taxes.

I cannot thank Mr Bokhart enough!!
Professional's Reply On Jan 21, 2023
"Thank you for the kind review! I'm glad we could help get you back on track quickly and efficiently!"
Reviewed by Anonymous
Advised on Unpaid Taxes, Past Due Tax Return | Jan 18, 2023
Jarrod was able to shelter money legally from the IRS and allow an offer in compromise to he accepted. I cannot recommend him enough. He did so much more than the other professionals I hired.
Professional's Reply On Jan 20, 2023
"Thank you for your review! I am glad I was able to get the wanted resolution!"

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

Compliant Icon

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

In Office Visits

No

Pricing & Payments

Virtual Consultation Small fee Investigation Flat Fee Pricing
Amex Method Amex
Visa Method Visa
Mastercard Method Mastercard
Paypal Method Paypal
Money Order Method Money Order
Check Method Check
Cash Method Cash
Zelle Method Zelle

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

Jarrod C. Bokhart photo 1 Photo
Jarrod C. Bokhart photo 2 Photo
Jarrod C. Bokhart photo 3 Photo
Jarrod C. Bokhart photo 4 Photo
Jarrod C. Bokhart photo 5 Photo

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