Unclaimed brand
Veteran-owned Ocala accounting firm offering nonprofit & small business bookkeeping, payroll, tax prep & advisory across Florida and Texas.
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Hex Code
Color name
RGB
HSL
CMYK
#747474
Boulder
116, 116, 116
0, 0, 45
0, 0, 0, 55
#ACD7F6
Sail
172, 215, 246
205, 80, 82
30, 13, 0, 4
#333333
Mine Shaft
51, 51, 51
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S&P Accounting is a veteran-owned accounting and advisory firm based in Ocala, Florida, serving nonprofits, small businesses, professionals, and military families across Florida, Texas, the East Coast, and beyond. Led by Lori Porter, who holds a specialized degree in governmental nonprofit accounting, the firm combines technical expertise, modern systems, and personal guidance to help clients make informed financial decisions.
Its nonprofit services include financial reporting, Form 990 preparation, board education, and donor engagement strategy. Small businesses and entrepreneurs can access bookkeeping, payroll through an ADP partner platform, tax preparation, and outsourced CFO services. For individuals, S&P Accounting specializes in complex tax returns, including multi-state filings for professionals with high W-2 income. The firm also provides military tax guidance on matters such as multi-state residency, active-duty tax exclusions, and home-state requirements.
S&P Accounting uses secure, cloud-based technology to support accurate, accessible financial information. Its online Client Resource Hub offers tax forms, financial calculators, IRS refund tracking, and a secure client portal.
Company type
Partnership
Year founded
2017
Company size
2-10 employees
