We Provide A Variety of Services

Tax Planning and Preparation

Audit and Accounting Services

Estate Tax

Planning

Investment

Review

Business Startup Services

 

Non-Profit

Financial Services

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Established in 1972

Our Goal

Our goal is to gain a clear understanding of our client’s needs, and are dedicated to providing quality professional services with close, personal attention. Through these efforts we have become the “Most Trusted Advisor” to many of our clients. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Our Story

Port, Kashdin & McSherry has grown to a professional staff of nine providing quality accounting and tax services. We are committed to establishing strong, long-term working relationships with our clients and often become our client’s “Most Trusted Advisor”. We are committed to their success. We support this commitment with our team of knowledgeable and motivated professionals.

Latest Tax & Financial News

How to Account for Bolt-On Acquisitions

With over $4 trillion in merger and acquisition transactions happening in 2025, understanding the necessary accounting considerations is essential to see how tax professionals can navigate financial statements.Defining Bolt-On AcquisitionsThis process is often used by private equity companies and occurs when a bigger business acquires a smaller company, providing investors with synergistic performance. This happens…

Travel Companions: How to Share Expenses

No matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel enthusiasts, to the outdoorsy versus museum aficionados.Friendship compatibility does not always translate to travel compatibility. Therefore,…

Tips for Early Retirement Planning

Retirement planning starts with retirement spending. Ideally, retirees are mortgage-free and relatively debt-free before they leave the working life behind. In retirement, a key strategy is to maintain low monthly staple expenses.Therefore, if you want to devise a financial plan that will allow you to retire early, consider cutting back your basic household expenses a…

Understanding Cost of Goods Manufactured

When it comes to the latest report for March 2026 manufactured goods orders, according to the United States Census Bureau’s May 4 report, the government agency reported a 1.5 percent bump in orders for the nation’s manufacturers, growing to $630.4 billion. Understanding concepts like Cost of Goods Manufactured (COGM) is essential to smooth operations.The cost…

Windfall Planning Makes Sense for Everyone

Financial windfalls are not uncommon. Every year, entrepreneurs who build their businesses from scratch sell them for millions in profit. In 2024 alone, state lotteries paid out a combined $70.2 billion to prize winners. Additionally, over the next 20 years, around $84.4 trillion in wealth transfers are expected to take place, with $72.6 trillion of this…

Tax Considerations for Data Center Projects in the Age of AI

Artificial intelligence is driving an unprecedented surge in data center construction. Developers, private equity sponsors and their tax advisors are navigating a complicated web of questions that touch everything from ownership structure to site selection to power sourcing. Get the early decisions wrong and the tax consequences can follow a project for years.Why REITs Have…