Business Details
46 Years
experience
Trusted Accountants Serving Bangor, ME and Nationwide
Founded in 1980 and incorporated in 1998, we have provided comprehensive tax, accounting, and management consulting services to clients across Maine and the United States. Our firm specializes in tailoring solutions to meet evolving client needs through personalized tax preparation, strategic financial planning, and advisory services. With decades of combined experience, our team delivers expertise in federal and state tax compliance, bookkeeping, accounting software consulting, and business management strategies.We prioritize client relationships by adapting our services to address unique financial challenges and opportunities. Our professionals bring specialized knowledge from diverse sectors including manufacturing, retail, and nonprofit organizations. Through proactive tax planning and transparent communication, we help clients navigate complex financial landscapes with confidence. Our commitment to continuous improvement ensures clients receive forward-thinking solutions aligned with industry best practices.
Services
Tax Preparation
Accounting Services
Bookkeeping
Management Consulting
Tax Planning
Details
- Year established: 1980
Highlights and features
- We offer 40+ years of combined experience in tax and accounting services.
- Our team provides personalized financial strategies tailored to client needs.
- We specialize in tax planning and compliance for complex business scenarios.
- Our management consulting services address evolving accounting procedures and technology.
- We maintain transparent communication throughout the client engagement process.
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses while ensuring compliance with current regulations. Our team provides representation during IRS audits and assists with tax projections. Clients receive strategic guidance to minimize liabilities and optimize financial decisions.
Accounting Services
Our accounting solutions include bookkeeping, budget preparation, and financial reporting tailored to business needs. We assist with accounting software implementation and staff training. Services extend to special projects requiring customized financial management approaches for long-term organizational success.
Management Consulting
We offer strategic consulting to help businesses adapt accounting procedures and technology implementations. Our expertise addresses operational challenges through customized financial planning and process optimization. Services focus on improving organizational efficiency and supporting sustainable growth for Maine-based and national clients.
Tax Planning
Our proactive tax planning identifies potential liabilities before major financial decisions. We analyze business and personal transactions to mitigate risks while maximizing deductions. Clients receive ongoing guidance to navigate complex tax implications associated with investments, estate planning, and business operations.
Bookkeeping
We manage day-to-day financial transactions including payroll, accounts payable/receivable, and general ledger maintenance. Our bookkeeping services ensure accurate financial records for informed decision-making. Clients benefit from streamlined processes and real-time financial visibility through customized reporting systems.
People
Dean M. Schroeher
Founder
Dean founded the firm in 1980 after graduating from Husson College. He brings extensive experience from manufacturing, retail, and nonprofit sectors to develop tailored financial solutions for clients.
Kevin J. Schroeher
Accountant
Kevin holds a Master's in Business from Husson College and specializes in tax compliance and accounting software consulting. He previously worked at a CPA firm before joining the practice in 2005.
Questions
What tax services do you offer for businesses?
We provide business tax preparation, payroll tax compliance, sales tax filings, and IRS audit representation. Our services include strategic tax planning to minimize liabilities while ensuring regulatory compliance.
Do you serve clients outside of Maine?
Yes, we serve clients nationwide while maintaining our base in Bangor, Maine. Our team works with businesses and individuals across various industries throughout the United States.
What accounting software do you support?
We specialize in QuickBooks setup and management, along with general accounting software consulting. Our team trains clients on financial systems and implements customized solutions for efficient bookkeeping.
How do you handle complex tax situations?
Our experts analyze unique financial scenarios including estate taxes, tax-exempt organizations, and cross-border transactions. We develop comprehensive strategies to address complex tax implications before major business decisions.
What management consulting services are available?
We advise on accounting procedure changes, technology implementations, and operational efficiency improvements. Our consulting focuses on aligning financial systems with organizational goals for sustainable business growth.
Reviews (3)
Sue Dunham
Nov 04, 2021
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Switched over from accountant in Lincoln, saved almost 50% in tax prep, 2 individual taxes and 1 LLC.
Brendan Bradley
Jul 26, 2021
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Critical: Professionalism Have cost us over $10,000 because they "accidentally" filed our taxes without speaking with us first when they were finished and responded with a "sorry about your luck" would never recommend them
John French
Mar 08, 2021
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They take the stress and anxiety out of taxes season/ anything accounting, for me and my family. We've used them for years and have had the best experience. They are quick, efficient, very thorough, and respond quickly to any questions. I heavily recommend them to any and everyone.
