Business Details
45 Years
experience
Trusted Accounting & Financial Planning Services in Bangor
Since 1981, Roy & Associates C P A's PA CPAs has diligently guided businesses and individuals toward financial prosperity. Our team combines over four decades of experience with modern technology to deliver precise tax planning, accounting, business strategy, and estate planning services. We prioritize personalized approaches, catering to entities from local Bangor businesses to national clients through remote capabilities. As proud members of the AICPA and Maine Society of CPAs, we uphold rigorous professional standards while adapting to evolving financial landscapes. Our mission focuses on proactive planning to help clients anticipate challenges, minimize tax liabilities, and achieve long-term growth.With specialized expertise in public housing authorities, medical practices, and real estate transactions, we provide tailored solutions that align with industry-specific regulations. Our commitment to thoroughness ensures accurate financial reporting and compliance with current accounting standards. By maintaining transparent communication and leveraging our diverse client experience, we empower informed decision-making for sustainable success. Our strategic partnerships with estate planning attorneys and HUD experts enhance our ability to protect client assets and ensure regulatory compliance. For every client, we aim to be a trusted advisor, combining local roots with nationwide service capabilities.
Services
Full Service Accounting
Tax Planning & Preparation
Strategic Business Planning
Estate Planning
PHA Fee Accounting
Wealth Management
Financial Statement Preparation
Audit Services
Budgeting Assistance
Tax Compliance
Details
- Year established: 1981
Highlights and features
- We have over 40 years of experience in public accounting and financial consulting.
- Our skilled CPAs specialize in tax planning, business strategy, and PHA compliance.
- We utilize modern accounting technology for accurate, efficient financial management.
- Our personalized approach caters to both businesses and individuals across New England.
- We maintain memberships in AICPA and Maine Society of CPAs for professional excellence.
Services
Full Service Accounting
Our integrated accounting packages combine bookkeeping, tax preparation, and business planning services. Clients receive tailored solutions from transaction coding to financial statement preparation with remote system access. Monthly reconciliation and compliance checks ensure accurate records while year-end tax filings and strategic planning sessions optimize financial outcomes.
Tax Planning & Preparation
We provide comprehensive tax strategy through proactive planning meetings and annual filings. Our specialists handle corporate, LLC, and individual returns with expertise in medical practices and real estate. By analyzing tax implications year-round, we help minimize liabilities and ensure compliance with federal and state regulations.
Strategic Business Planning
Our strategic planning evaluates market conditions, financial forecasts, and operational efficiency to create growth roadmaps. Services include budgeting, risk assessment, and expansion strategy for businesses seeking to enhance profitability or prepare for market changes.
Estate Planning
We help clients protect assets through trusts, wills, and tax-efficient transfer strategies. Collaborating with estate attorneys, we ensure compliance with legal requirements while addressing family needs and minimizing posthumous financial burdens during asset transitions.
PHA Fee Accounting
Specialized financial services for Public Housing Authorities include HUD compliance reporting, budget preparation, and audit coordination. Our solutions support PHAs through GAAP-compliant bookkeeping, fixed asset management, and REAC submission assistance while maintaining client staff operational independence.
Questions
What accounting services do you offer?
We provide full-service accounting packages including bookkeeping, financial statements, tax preparation, and business planning tailored to your specific needs.
Do you specialize in any particular industries?
Yes, we specialize in medical and dental practices, real estate transactions, and public housing authorities accounting.
Are your services available outside Maine?
Our services extend throughout New England and nationwide through remote capabilities using modern accounting technology.
What estate planning services do you provide?
We offer trust and will creation, asset transfer strategies, tax minimization planning, and coordination with estate attorneys for comprehensive solutions.
What are your office hours?
Our offices are open Monday through Friday from 8:30 AM to 5:00 PM. We also offer after-hours consultation during tax season.
