• QuickBooks Consulting/Training
  • Budgeting
  • Business Consulting
  • Home Based Businesses

Income Tax Return Preparation

  • Individual Tax
  • Business Tax
  • Corporate Partnership


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Sim Portnoy

Sim is a Financial Advisor with 1st Global Capital Corp in Dallas, Texas and an Investment Advisor Representative for 1st Global Advisors, Inc. 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 help his clients with various financial solutions.