Services

Tax

Individual Tax Returns - A core specialty of the preparation of tax returns is for individual taxpayers. Over the years, literally 1000's of Federal and State returns have been prepared and filed. My focus is on individual, personal attention. I encourage questions throughout the year so there are no surprises for either of us during filing season.

Business Tax Returns - Small business tax return preparation and filing instructions is a core service offered to my clients. Whether your company is a C corporation, S Corp, Limited Liability Company, Partnership or Sole Proprietor a properly prepared tax return can be filed to minimize tax owed.

Tax Planning - Tax planning and tax forecasting services for individual and small business clients is a core competency of the firm. Effective tax minimization begins with long-term tax strategizing to establish overall objectives and is maintained with conscientious and consistent annual tax forecasting and mid-year tax planning.

Accounting

Bookkeeping - Timely, efficient bookkeeping services are available for businesses of all sizes. Services cover a wide range. Weekly contract services for small businesses and non-profits are available if your in-house staff isn't able to. I can meet with you, learn about your business and help you setup computer and office systems to efficiently manage the business. I also have several clients who do their own day-to-day accounting but rely on me to serve as an accounting expert who can clean-up the books quarterly or before a year-end financial audit.

Payroll - Payroll and human resources can be an overwhelming complexity for a small business. I can advise you on the various systems available - whether it's a referral to a full-service payroll company, in-house software or a simple single employee system. I am licensed by the State of Maine to provide after-the-fact payroll tax quarterly and W-2 reporting.