Tax Preparation & Planning

Stay Organized, Minimize Surprises

We provide reliable tax preparation and year-round planning for Camden and Midcoast Maine businesses, helping you file accurately and plan ahead.

Helping You Prepare with Confidence

Simple Filing, Smarter Planning

Taxes don’t have to be overwhelming. We work with small businesses and individuals in Camden, Rockport, Rockland, and surrounding towns to make tax season easier and less stressful. Our services include limited tax preparation and proactive planning to help you avoid surprises and take advantage of opportunities to save. With accurate bookkeeping and organized records, we make sure your tax filings are correct and on time.

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What Tax Services Include

Preparation & Planning for Peace of Mind

Business Tax Preparation 

We prepare and file small business returns, ensuring all income and expenses are recorded accurately to avoid issues with the IRS or Maine Revenue Service.

Individual Returns

We offer tax preparation for individuals, especially business owners who need their personal and business finances coordinated.

Year-Round Tax Planning

We provide ongoing advice to help you make decisions throughout the year that can minimize your tax burden and keep you prepared.

Estimated Tax Payments

We calculate and track quarterly estimated payments so you can avoid underpayment penalties and last-minute stress.

Collaboration with CPAs 

For complex cases, we coordinate with CPAs or other tax professionals to ensure your filings are complete and correct.

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Frequently Asked Questions

What to Know About Tax Services

  • Do you handle both state and federal tax returns?

    Yes, we prepare and file both Maine state and federal tax returns for businesses and individuals. Coordinating both ensures accuracy across all filings and helps avoid discrepancies. We also keep up with any changes in state and federal tax laws to make sure your return is current and compliant.

  • Can you help me plan for taxes outside of filing season?

    Absolutely. Tax planning is just as important as tax preparation, and we encourage clients to review their situation throughout the year. By looking at cash flow, expenses, and potential deductions in advance, we can help you make smart decisions that reduce your tax liability and prevent surprises in April. Many Camden-area businesses benefit from quarterly or mid-year planning sessions.

  • What if my bookkeeping isn’t organized for tax season?

    We can help you get your books in order before filing your return. If your records are incomplete or behind, we’ll start by cleaning up and reconciling everything so your tax return is accurate. Organized bookkeeping not only makes tax filing easier but also ensures you take full advantage of eligible deductions.

  • Do you work with other tax professionals or CPAs?

    Yes, we frequently coordinate with CPAs and other tax specialists when needed. If you already have a CPA handling certain aspects of your tax situation, we can provide them with detailed, accurate records to make the process smooth. Collaboration helps ensure your filings are complete and avoids duplicate work or missing information.

  • Do you offer tax preparation for individuals as well as businesses?

    Yes, we provide tax preparation services for both. Many of our individual clients are also small business owners who need their personal and business taxes to align. Coordinating both sides ensures everything is accurate and often results in tax savings by identifying deductions or credits that benefit both.