We have a long history servicing professional services firms throughout Maine, including a range of medical, dental, legal and consulting practices.
- Tax Compliance
- Mergers & Acquistions
- Partner Buy Ins
- Compensation Strategies
- Succession Planning
In addition to the owners affiliated with the professional practices who are our clients, we provide tax compliance services to a wide range of individuals who appreciate the customized approach of a small firm.
- Retirees
- Corporate Executives
- Young Professionals
- Complex Family Groups
- IRS Representation
A collaborative approach with your existing team of financial advisors is the cornerstone of our model. We work to set goals, and be a part of the team that helps you achieve them.
- Charitable Giving Techniques
- Retirement Goal Setting
- Employee Benefits Review
- Coordination with Family Offices
- Executive Compensation Planning