Trusted Accounting, Tax & Advisory services for Nonprofits, Businesses & Professionals
S&P Accounting helps clients across the East Coast—and beyond—make informed financial decisions through practical, technology-driven accounting and advisory services. Based in The Cascades in Ocala, Florida, our veteran-friendly team combines professional expertise, real-world experience, and modern systems to simplify complex finances and keep your organization moving forward.
Your local partner in financial clarity
A Modern Accounting Firm Built on Experience and Trust
We take a forward-thinking approach to accounting—leveraging technology and human insight to create a partnership that grows with you. Led by Lori Porter, MSA, who holds a specialized degree in governmental nonprofit accounting, S&P Accounting blends technical precision with a personal touch. Whether advising a working board, supporting a professional household, or guiding a small business through expansion, our focus remains the same: clarity, accountability, and growth.
Nonprofit Accounting Services
We help nonprofits stay organized and compliant with financial reporting, 990 preparation, board education, and donor engagement strategy.
Small Business Accounting Services
For entrepreneurs and growing companies, we provide full-service bookkeeping, payroll (through our ADP partner platform), tax preparation, and outsourced CFO services.
Individual Tax Services
We specialize in complex individual returns, including multi-state filings for physicians, attorneys, executives, and professionals with high W-2 income.
Military Tax Guidance
As a veteran-friendly firm, we understand the unique challenges military families face—multi-state residency, active-duty tax exclusions, and home-state complexities. We help active and retired service members navigate these issues with clarity and accuracy.
Tools and links at your fingertips
The Client Resource Hub
We created an online resource center to answer common questions and save you time. Access IRS “Where’s My Refund,” tax forms, financial calculators, and our secure client portal whenever you need them.
Who we are
Veteran Mindset, Modern tools, Human Focus
At S&P Accounting, we bring the discipline of a veteran mindset and the adaptability of modern accounting to every client relationship. We use secure, cloud-based technology to keep data accurate and accessible, and we remain deeply connected to the communities we serve—from nonprofits helping foster youth to small businesses shaping local economies.