We specialize in income tax preparation and planning for individuals and small businesses. We also offer IRS audit representation and payroll return preparation services.
We are seeing clients in the office again. We will be keeping to the six-foot social distancing and masks will be worn if the client prefers. Please call 207-607-7118 to schedule an appointment.
The new office hours and daily locations starting April 26, 2021, are as follows…
Hours & Locations
If you would like to schedule your tax appointment please call the office at 207-607-7118.
If you would still rather mail in or drop off your paperwork please be sure it goes to… 56 Maine Street, Brunswick, ME 04011.
You may also email your information to [email protected].
Rick and Trish
Enrolled Agents, Here To Help
Our professionals are Enrolled Agents. Enrolled Agents (EA’s) are federally-authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government.
Through our tax preparation services, we have always been a strong advocate for complete financial planning services. The tax return is usually at the root of many financial planning decisions.
Many of our Small Business clients have expressed interest in getting their books organized and easy to use. Being a Certified QuickBooks Advisor, Mary can help you with the initial set-up, training, consultations, and clean-up.
We offer comprehensive financial planning for college, retirement, and investments. Our goal is to help clients establish or evaluate their financial goals and help them find ways to achieve them.