Services

Tax Services

We offer specialized tax planning and compliance services for Individuals, Trusts and Estates. We will work with you year-round if necessary in order to minimize your total tax burden.

Tax Planning

We continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.

Tax Preparation

We offer professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

IRS and State/Local Representation

We know the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

Estate, Gift and Trust Tax Return Preparation

We provide expert preparation of federal and state estate, gift, and trust tax returns.

Specialized Estate and Trust Accounting Services

We provide trust and estate accounting reporting services for personal representative and trustees following the Maine Uniform Principal and Income Act (or laws of the applicable state).