Business Details
We have been delivering efficient, expert accounting and tax solutions to businesses and individuals for decades. Our founding partner, Bruce Jones, has been a certified public accountant since 1982 and has been with the firm since 1986 after gaining experience in two Bangor-area public accounting firms. We employ Lisa Clark, an enrolled agent who has been with us since 2000 and brings over eleven years of prior banking industry experience. We have employed Dawn Conforte since 1996 as a bookkeeper and receptionist, and she offers extensive proficiency with computer software and office equipment. We hired Allison Clark as a staff accountant in November 2018; she holds a Master's in business administration and a Bachelor's in accounting from Husson University.
We offer a complete range of accounting services, including tax planning and preparation, consulting, accounting, and bookkeeping. Our goal is to provide each client with prompt, personal, and result-oriented service. We consider ethical standards to be of prime importance in every engagement. We recognize that communication is key to all business relationships, and we guarantee accessibility to our clients. Our philosophy is to serve clients' accounting, tax, and financial needs through dedication, hard work, and constant communication. We believe that the difference between something good and something great lies in attention to detail.
We offer a complete range of accounting services, including tax planning and preparation, consulting, accounting, and bookkeeping. Our goal is to provide each client with prompt, personal, and result-oriented service. We consider ethical standards to be of prime importance in every engagement. We recognize that communication is key to all business relationships, and we guarantee accessibility to our clients. Our philosophy is to serve clients' accounting, tax, and financial needs through dedication, hard work, and constant communication. We believe that the difference between something good and something great lies in attention to detail.
Highlights and features
- We have over 40 years of CPA expertise since 1982.
- Our enrolled agent offers 20+ years of tax expertise.
- We guarantee prompt, personal, and result-oriented service to every client.
- We guarantee accessibility through open communication channels for all clients.
- We uphold strict ethical standards as our top priority.
Services
Tax Planning
We continuously monitor federal, state, and local tax law changes to help clients minimize current and future tax liabilities. When needed, we design tailor-made due-date tax compliance monitoring systems that prevent costly interest and penalties. This proactive planning ensures businesses and individuals stay compliant while optimizing their tax position.
Tax Preparation
We prepare all federal, state, and local tax returns with professional accuracy and competitive rates. Our authorization to e-file personal federal and state returns ensures fast, secure submission. Businesses and individuals receive timely, compliant filings that reduce stress and avoid penalties.
Consulting
We provide consulting services that analyze and improve business operations for greater efficiency. Our recommendations focus on boosting productivity and increasing the bottom line for clients. Targeted at businesses seeking growth, this service delivers actionable strategies to significantly enhance profitability.
Bookkeeping
We manage monthly, quarterly, and annual bookkeeping using up-to-date software and office equipment. Our detailed records support accurate financial reporting and informed decision-making for clients. Businesses and individuals rely on this service to maintain organized finances and meet regulatory requirements.
Accounting
We deliver comprehensive accounting services that cover recording, analyzing, and reporting financial transactions. Our approach ensures accuracy, timeliness, and compliance with applicable standards for businesses and individuals. Clients benefit from clear financial insights that support strategic planning and operational effectiveness.
