Tax returns, bookkeeping and payroll for households and small businesses in Portland, Maine.

48 Pine Street, West End · (207) 555-0148
Open all year, Saturdays in tax season

Tax season,settled.

A handwritten 1899 shop ledger page with columns of figures in ink

86 daysuntil January 15, 2027, when fourth-quarter estimated tax payments are due.

Services and starting prices
What it costs Starting prices. After the first call you get a fixed quote in writing, and nothing is billed until you agree to it.	Individual returns$225 per return	Bookkeeping$350 a month	Payroll$95 a month	Tax planning$400 a session
Who it suits	Employees, families, retirees, side incomes	Sole owners, LLCs and S corporations	Teams of one to twenty-five	Anyone facing a change: a sale, a new business, retirement
What you get	Federal and Maine returns, e-filed, with a review meeting	Monthly reconciliation and reports by the 15th	Every pay run, direct deposit, W-2s at year end	A written plan with options and payment dates
Filings handled	Form 1040 and Maine 1040ME	Year-end package for your return	Quarterly federal and Maine payroll reports	Estimated payment schedule
Usual timing	About two weeks once documents are in	Every month, all year	Every pay period	Within ten business days
	Ask about returns	Ask about books	Ask about payroll	Ask about planning

What it costs

Starting prices. After the first call you get a fixed quote in writing, and nothing is billed until you agree to it.

Individual returns

$225 per return

Who it suits: Employees, families, retirees, side incomes
What you get: Federal and Maine returns, e-filed, with a review meeting
Usual timing: About two weeks once documents are in

Ask about returns

Bookkeeping

$350 a month

Who it suits: Sole owners, LLCs and S corporations
What you get: Monthly reconciliation and reports by the 15th, plus a year-end package
Usual timing: Every month, all year

Ask about books

Payroll

$95 a month

Who it suits: Teams of one to twenty-five
What you get: Every pay run, direct deposit, quarterly reports and W-2s
Usual timing: Every pay period

Ask about payroll

Tax planning

$400 a session

Who it suits: Anyone facing a change: a sale, a new business, retirement
What you get: A written plan with options and payment dates
Usual timing: Within ten business days

Ask about planning

Hand-coloured 1819 botanical plate of an eastern white pine branch and cone

A ledger for the numbers, a pine for Maine: one small office on Pine Street, open all year.

White pine plate from The North American Sylva, 1819. Ledger page, 1830s. Carroll Street in the West End.

A merchant's ledger page from the 1830s with handwritten accounts

A quiet West End street in Portland, Maine, with brick houses and winter snow

SaturdaysThe office opens 10 to 2 on Saturdays from February to April 15.

Your list of what to bring

Tap what applies to you this year. The list builds itself, and you can email it to yourself or print it before your appointment.

Book a consultation

This year I had…

IDPhoto ID for you and your spouseDriver's license or passportEveryone
SSNSocial Security numbers and birth datesFor everyone on the returnEveryone
2025Last year's tax returnFederal and state, if you are new to usYour files
BankRouting and account numberFor a direct-deposit refund or paymentYour bank
W-2Wage statement from each employerUsually arrives by early FebruaryEmployer
1099-NECForms from clients who paid youPlus any 1099-K from payment appsClients, apps
P&LIncome and expense recordsA spreadsheet, app export or bank statementsYour records
MilesMileage log and home office sizeIf you drive or work from home for the businessYour records
1098Mortgage interest statementOne for each loanLender
Tax billProperty tax bills you paidFrom your town or cityMunicipality
ClosingClosing statementOnly if you bought or sold a home this yearTitle company
CareChildcare costs and provider detailsName, address, tax ID and amount paidProvider
1098-TTuition statementFor college or trade schoolSchool
1099-BConsolidated brokerage statementIncludes 1099-DIV and 1099-INT; often arrives mid-FebruaryBrokerage
CryptoTransaction report from each exchangeA full-year export with cost basisExchange
1099-RPension, IRA or 401(k) payoutsOne for each account you took money fromPlan provider
SSA-1099Social Security benefit statementMailed in JanuarySocial Security
RentsRent received and expenses by propertyRepairs, insurance, utilities, management feesYour records
941Payroll reports and W-3If you had employeesPayroll provider
K-1Schedule K-1 from partnerships or S corporationsSometimes arrives in MarchThe entity
AssetsReceipts for equipment, vehicles or improvementsAnything bought for the business or rentalYour records
1095-AMarketplace health insurance statementFrom CoverME.gov or HealthCare.govMarketplace

22 items

Email me this list

No need to carry a folder in.Every client gets a private, encrypted upload portal. Photograph a form with your phone and send it there, rather than by email. Paper copies are welcome at the office too.

From first call to filed

Twenty minutes

First, a free call about what you need and what it will cost.

A week or so

Then you upload documents through the secure portal, at your own pace.

About two weeks

Next, we prepare the return and send you any questions in one batch.

Half an hour

Last, we walk you through it and e-file once you sign.

Fair questions

General information about how the office works, not tax advice for your situation.

Is the first consultation free? Yes. The first call or visit takes about twenty minutes. We look at what you need, then send a written quote.

Do you prepare Maine returns as well as federal? Yes. Every individual return includes both. Returns for other states are quoted separately.

How do I send my documents? Through your private client portal. Uploads are encrypted, and you can photograph paper forms with your phone. You can also drop copies at the office.

Can you help if I have not filed for a few years? Yes. We request the missing records, then work through the years one at a time. Come in sooner rather than later.

I got a letter from the IRS or Maine Revenue Services. What now? Upload or bring it in. We read it with you, explain what it is asking for and what the options are.

Do you only work with people in Portland? No. Many clients meet by video and use the portal from elsewhere in Maine.

When should I book for the spring? As soon as your forms arrive. Appointments fill from February; booking by mid-March leaves time to finish by the April deadline.

What does monthly bookkeeping include? Categorising transactions, reconciling bank and card accounts, and a profit and loss report each month, ready for tax time.

Will the price change once you start? Not without asking you. If we find something the quote did not cover, we tell you before doing the extra work.

Do you have evening appointments? Yes, on Tuesdays and Thursdays until 7 from February to April 15, and by request the rest of the year.

An 1896 insurance map of downtown Portland showing Exchange, Market and Fore Streets — Downtown Portland on an 1896 insurance map. The office is a short walk west, on Pine Street.

Hours and directions

Office hours

Monday to Friday	9 to 5
Tuesday and Thursday	Until 7, Feb to Apr 15
Saturday	10 to 2, Feb to Apr 15
Sunday	Closed

Finding us

48 Pine Street, Suite 2
Portland, ME 04102

In the West End, between State Street and Brackett Street. Two-hour street parking on Pine Street; the No. 1 bus stops on Congress Street, a few minutes' walk away.

The office is up one flight of stairs. If stairs are hard, tell us and we will meet you on the ground floor or by video.

Call, write or stop by 48 Pine Street. New clients are welcome in any month.

A stone house among bare trees in Portland's West End after snowfall

Ready to book a consultation?

Portland, Maine. We reply within one business day.

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