TOP 30 Tax advisory in Maine
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Tax Wise Financial Services, LLC
● ClosedTax Wise Financial Services, LLC is a reputable accounting and finance institution located at 3 Old Brunswick Road in Bath, Maine, United States. Their team is dedicated to helping clients with their tax needs and assisting them in reaching their financial goals. Amy LaCavera, a Registered Representative and Advisory Representative, is licensed to conduct securities business with clients in Florida, Maine, Massachusetts, and North Carolina. It is important to note that investment-related information on their site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities are offered through Avantax Investment Services℠, while investment advisory services are provided through Avantax Advisory Services℠, and insurance services are offered through an Avantax affiliated insurance agency. Tax Wise Financial Services LLC is not a registered broker/dealer or registered investment advisory firm. Their services include investments and insurance products that are not insured by the FDIC or any federal government agency, are not deposits of or guaranteed by the bank or any bank affiliate, and may lose value. For more information, individuals can check the background of this investment professional.
3 Old Brunswick Rd, Bath, ME 04530, United States -
Shuman Bookkeeping & Tax Preparation SVC LLC
● OpenShuman Bookkeeping & Tax Preparation SVC LLC is a trusted accounting and finance institution located at 145 Lisbon Street in Lewiston, Maine, United States. With a team of experienced professionals, we provide top-notch bookkeeping and tax preparation services to individuals and businesses. Our goal is to help our clients manage their finances effectively and ensure compliance with tax laws. Trust Shuman Bookkeeping & Tax Preparation SVC LLC for all your accounting needs.
145 Lisbon St Suite 403, Lewiston, ME 04240, United States -
Salem Advisory Group, LLC.
● ClosedSalem Advisory Group, LLC. is a finance institution located at 1332 Post Road in Wells, Maine, United States. With a team of experienced financial advisors, Salem Advisory Group provides personalized financial planning and investment management services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Salem Advisory Group is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
1332 Post Rd #2a, Wells, ME 04090, United States -
Avalon Advisory Group
● ClosedAvalon Advisory Group is a reputable accounting and finance institution located at 199 Main Street in Saco, Maine. With a team of experienced professionals, they provide expert financial advisory services to individuals and businesses in the United States. Whether you need assistance with tax preparation, investment planning, or financial consulting, Avalon Advisory Group offers personalized solutions to help you achieve your financial goals. Trustworthy and reliable, they are dedicated to helping their clients navigate the complexities of the financial world with confidence and peace of mind.
199 Main St, Saco, ME 04072, United States -
Lamb, Petersen & Mann Advisory Group - Ameriprise Financial Services, LLC
● OpenLamb, Petersen & Mann Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 200 U.S. 1, Scarborough, Maine, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations on financial planning concepts, with no written analysis or recommendations provided during the initial meeting. While Ameriprise Financial cannot guarantee future results, they are committed to helping clients achieve their financial goals. Users of the website are bound by Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, providing privacy and security measures for clients. Referrals are welcomed, and the institution will reach out to them promptly.
200 US-1 Ste 111, Scarborough, ME 04074, United States -
Multi-Taxing, LLC
● ClosedMulti-Taxing, LLC is a trusted accounting and finance institution located at 7 Washington Street in Greenville, Maine. We specialize in providing professional tax preparation and bookkeeping services to individuals and businesses in the area and surrounding regions. Our team is dedicated to ensuring that your financial needs are met with accuracy and efficiency. Contact us today to schedule a free consultation and discover how Multi-Taxing can help you with all of your tax and bookkeeping requirements.
7 Washington St, Greenville, ME 04441, United States -
Bangor Business and Tax Service
● ClosedBangor Business and Tax Service is a professional accounting and finance institution located at 209 State Street in Bangor, Maine. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, we are here to assist you every step of the way. Trust Bangor Business and Tax Service to handle all of your financial needs with expertise and precision.
209 State St #1, Bangor, ME 04401, United States -
Donelson Accounting & Tax Solutions
● ClosedDonelson Accounting & Tax Solutions is a reputable institution located at 171 Warren Avenue in Portland, Maine, United States. Specializing in accounting and finance services, our experienced team provides expert solutions for individuals and businesses alike. From tax preparation and planning to financial consulting, we are dedicated to helping our clients achieve their financial goals. Trust Donelson Accounting & Tax Solutions for all your accounting and tax needs.
171 Warren Ave, Portland, ME 04103, United States -
Donald Paul Tax Services LLC
● ClosedDonald Paul Tax Services LLC is a reputable accounting and finance institution located at 794 Edes Falls Road in Harrison, Maine, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and regulations, ensuring they maximize their financial efficiency and minimize their tax liabilities. Whether you need help with tax preparation, planning, or representation, our dedicated team is here to assist you every step of the way. Trust Donald Paul Tax Services LLC for all your accounting and finance needs.
794 Edes Falls Rd, Harrison, ME 04040, United States -
Baldwin Murray & Co - Accounting & Tax
● ClosedBaldwin Murray & Co is a reputable accounting and tax firm located at 29 Presidential Drive in Gray, Maine, United States. With a team of experienced professionals, they provide a wide range of accounting and finance services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Baldwin Murray & Co is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and tax needs.
29 Presidential Dr, Gray, ME 04039, United States -
Fran M Monroe Tax Services
● OpenFran M Monroe Tax Services is a reputable accounting and finance institution located at 23 Lewiston Road in Gray, Maine, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or consulting, our knowledgeable staff is here to help you navigate the complex world of taxes. Trust Fran M Monroe Tax Services for all your accounting and finance needs.
23 Lewiston Rd, Gray, ME 04039, United States -
SCORE
● ClosedSCORE, located at 22 Rear Free Street in Portland, Maine, is a finance institution that provides clients with access to a wide range of business and financial expertise. Whether you have an existing business or a new business idea, SCORE Southern Maine can help you with assistance tailored to your needs. One of the key aspects of branding your business is creating a logo that represents your brand effectively. In a workshop offered by SCORE, you can learn about the principles of good logo design and explore options for getting a professional-quality logo within your budget.
22 Rear Free St, Portland, ME 04101, United States -
Simpson Financial Strategies
● ClosedSimpson Financial Strategies is an independent financial planning firm located at 433 U.S. 1 in York, Maine, United States. Our mission is to help our clients make informed decisions about their finances, reduce tax burdens, and protect assets from potential risks such as litigation or divorce. We strive to maximize income potential, explore charitable giving opportunities, and ensure that your legacy is preserved or enhanced for future generations. At Simpson Financial Strategies, we understand that each client has unique financial goals, and we are dedicated to providing personalized guidance to help you achieve them. Our team works with Registered Representatives of Cambridge Investment Research, Inc., a reputable broker-dealer, and offers advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Please note that Cambridge does not provide tax or legal advice.
433 US-1 Ste 110, York, ME 03909, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 276 U.S. 1 in York, Maine, United States. They provide a wide range of financial services, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services can provide personalized solutions to meet your needs.
276 US-1, York, ME 03909, United States -
Padgett Advisors
● OpenPadgett Advisors is a trusted accounting and finance institution located at 42 Manson Road in Kittery, Maine, United States. With a team of experienced professionals, Padgett Advisors provides comprehensive financial services to individuals and businesses in the local community. From tax preparation and planning to bookkeeping and payroll services, Padgett Advisors is dedicated to helping clients achieve their financial goals. Whether you are a small business owner or an individual looking for financial guidance, Padgett Advisors is committed to providing personalized solutions tailored to your specific needs. Contact Padgett Advisors today to schedule a consultation and take control of your financial future.
42 Manson Rd, Kittery, ME 03904, United States -
Jacquelynn Lewis Inc
● ClosedJacquelynn Lewis Inc is a reputable accounting and finance institution located at 433 U.S. 1 in York, Maine, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their commitment to providing personalized and efficient solutions has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial assistance, Jacquelynn Lewis Inc is dedicated to helping you achieve your financial goals.
433 US-1 suite 103c, York, ME 03909, United States -
Seacoast Financial Planning
● ClosedSeacoast Financial Planning, located at 775 U.S. 1 in York, Maine, is a comprehensive financial institution offering accounting, finance, and legal services. Recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024, our team is dedicated to helping clients achieve their financial goals with personalized advice and strategic planning. We prioritize what matters most to you, whether it's retirement planning, education savings, or investing in a second home. Our services include investment recommendations, asset allocation, and regular progress reviews to ensure your financial strategy aligns with your objectives and risk tolerance. With access to your accounts and investments from any device, you can track your progress towards your goals securely and conveniently. Schedule a complimentary initial consultation to learn more about how we can help you navigate the current financial landscape and plan for a secure future. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
775 US-1 Ste 2, York, ME 03909, United States -
Steele Street Capital
● OpenSteele Street Capital, located at 1 Maine 236, Kittery, Maine, United States, is a finance institution founded in 2012 by David Gerasin. The institution provides independent and unbiased wealth management and financial advisory strategies to a select group of clients who have achieved financial success or are working towards it. Steele Street Capital focuses on personalized service and tailors its services to meet the unique needs of each client. Please note that their services are available only to residents of certain states and may not be offered to individuals residing outside of the U.S. Securities-related services are provided through Wells Fargo Advisors Financial Network, LLC, and insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that by clicking on certain links, you will be leaving the Wells Fargo website and entering a third-party website not affiliated with Wells Fargo Advisors. Please review the third-party's policies and terms and conditions before proceeding.
1 ME-236 Suite 2, Kittery, ME 03904, United States -
Filler & Associates
● ClosedFiller & Associates is a reputable accounting and finance institution located at 70 Center Street in Portland, Maine, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and business consulting. Our goal is to help individuals and businesses navigate the complexities of financial management and achieve their financial goals. Contact us today to learn more about how Filler & Associates can assist you with your accounting and finance needs.
70 Center St, Portland, ME 04101, United States -
Isaacs & Associates, LLC Certified Public Accountant
● ClosedIsaacs & Associates, LLC Certified Public Accountant is a reputable accounting firm located at 2 Punkintown Road in South Berwick, Maine, United States. Specializing in accounting and finance services, their team of experienced professionals provides top-notch financial advice and assistance to individuals and businesses alike. With a dedication to excellence and a commitment to client satisfaction, Isaacs & Associates, LLC Certified Public Accountant is a trusted partner for all your accounting needs.
2 Punkintown Rd Suite 330, South Berwick, ME 03908, United States -
Isaacs & Associates, LLC Certified Public Accountant
● ClosedIsaacs & Associates, LLC Certified Public Accountant is a reputable accounting and finance institution located at 519 U.S. 1 in York, Maine, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Clients can trust Isaacs & Associates for their expertise and dedication to providing top-notch financial solutions.
519 US-1 #9, York, ME 03909, United States -
Seacoast Accounting Services
● OpenSeacoast Accounting Services is a reputable accounting and finance institution located at 72 Maine 236 in Kittery, Maine, United States. With a team of experienced professionals, they offer a wide range of accounting services to individuals and businesses in the area. From bookkeeping and tax preparation to financial planning and consulting, Seacoast Accounting Services is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart from other accounting firms in the region. Whether you need assistance with managing your finances or navigating complex tax laws, you can trust Seacoast Accounting Services to provide reliable and efficient solutions.
72 ME-236 #150, Kittery, ME 03904, United States -
Lennox Insurance and Financial
● ClosedLennox Insurance and Financial is a reputable insurance agency located at 75 Congress Street in Rumford, Maine, United States. Specializing in investments, Medicare, and individual or group health insurance, Lennox Insurance and Financial has been serving clients throughout New England, down to Florida, and the west coasts for over 17 years. The principal member and owner, David, holds a Bachelor of Science degree in Marketing and is a registered branch manager, representative, and investment advisory representative affiliated with Lincoln Financial Securities Corporation. Tammi, the Office Manager and Senior Insurance Representative, provides various insurance services and resides in Peru, Maine with her husband.
75 Congress St, Rumford, ME 04276, United States -
Toole Carlin & Powers
● OpenToole Carlin & Powers is a reputable law firm located at 194 Main Street in Freeport, Maine. Specializing in various areas of law, including personal injury, family law, and estate planning, the team at Toole Carlin & Powers is dedicated to providing high-quality legal services to clients in the United States. With a focus on professionalism, expertise, and personalized attention, this institution is committed to achieving the best possible outcomes for their clients. Whether you are facing a legal dispute or seeking legal advice, Toole Carlin & Powers is here to help.
194 Main St, Freeport, ME 04032, United States -
The Savoie Group, LLC
● ClosedThe Savoie Group, LLC is an accounting and finance institution located at 160 Main Street, Madawaska, Maine, United States. We specialize in income tax preparation services and are dedicated to helping taxpayers ensure they have the correct amount of tax withholding following recent tax law changes. Our services are especially beneficial for those in households with multiple jobs, with children or dependents, who itemize their taxes, or have high incomes or complex tax situations. When you visit us, be sure to have your most recent pay stub(s) handy. Our team invests in top software and research material to provide you with the best tax planning, compliance, and preparation services. Don't pay more in taxes than necessary - let us help you take advantage of every deduction and credit available to you.
160 Main St, Madawaska, ME 04756, United States -
Prime Financial Inc Investors
● ClosedPrime Financial Inc Investors is a reputable finance institution located at 753 West River Road in Waterville, Maine, United States. With a focus on providing top-notch financial services to clients, Prime Financial Inc Investors is dedicated to helping individuals and businesses achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced team at Prime Financial Inc Investors is here to help. With a commitment to excellence and personalized service, Prime Financial Inc Investors is the ideal partner for all your financial needs.
753 W River Rd, Waterville, ME 04901, United States -
Downeast Private Wealth
● ClosedDowneast Private Wealth, located at 31 Court Street in Auburn, Maine, offers personalized wealth management services to support smart financial planning for every life chapter. President Lena-Jo takes a candid, creative, and compassionate approach to help clients establish a more secure financial future. With a background in finance and extensive experience in the industry, Lena-Jo works with clients to define practical goals and creative solutions. Services include retirement planning, asset distribution, investment strategy, insurance planning, and tax efficiency. Clients can trust Downeast Private Wealth to provide honest, transparent, and fun financial guidance to help achieve their goals. Securities offered through Arkadios Capital, Member FINRA/SIPC, and advisory services offered through Arkadios Wealth. Contact [email protected] for more information.
31 Court St Suite 300, Auburn, ME 04210, United States -
Merrill Lynch Financial Advisor Carlo M Zanoni
● ClosedMerrill Lynch Financial Advisor Carlo M Zanoni, located at 415 Lisbon Street in Lewiston, Maine, is dedicated to managing your wealth through a personalized approach tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Carlo Zanoni can help you navigate today's changing market conditions. Carlo Zanoni follows the Merrill tradition of community involvement, volunteering with local organizations to give back. By utilizing the Merrill Personal Wealth Analysis™, a personalized plan can be created centered on your individual goals and aspirations.
415 Lisbon St, Lewiston, ME 04240, United States -
Labonte Financial Services
● ClosedLabonte Financial Services is a reputable accounting and finance institution located at 185 Webster Street in Lewiston, Maine, United States. With a team of experienced professionals, Labonte Financial Services offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Labonte Financial Services is dedicated to providing personalized and reliable solutions to meet your financial needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
185 Webster St, Lewiston, ME 04240, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 415 Lisbon Street in Lewiston, Maine, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies to address a variety of financial challenges and opportunities in both stable and volatile markets. Services include retirement income planning, guidance on investments and estate planning through Bank of America, as well as collaboration with outside professionals such as accountants and tax attorneys. The branch is committed to client satisfaction and community involvement, supporting charitable initiatives and fundraising activities. Clients have access to industry-skilled advisors, investing insights, and a wealth planning platform to help achieve their financial and life goals. Merrill Lynch has been training financial advisors since 1946, offering professional development opportunities and technology resources for both new and experienced advisors. Investors should be aware of the risks involved in securities investments and consult with legal and tax advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, with a focus on personalized investment approaches and wealth management advice.
415 Lisbon St, Lewiston, ME 04240, United States
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