Business Details
39 Years
experience
Certified Public Accountants in Yarmouth, ME
At Smith & Associates, we strive to be personable, knowledgeable, and responsive to our clients. Our mission is to provide the highest quality compliance, assurance, and advisory services to assist individuals and businesses across diverse industries. With a commitment to exceptional customer service, quality, and integrity, we partner with clients to meet their personal and strategic goals. Our team of certified professionals holds themselves to the highest ethical standards, ensuring honesty, transparency, and confidentiality in all client interactions. We prioritize direct engagement and personal connections, offering tailored solutions for tax planning, accounting, auditing, and consulting services.Our dedication to excellence is reflected in our adherence to professional standards, continuous learning, and innovation. Licensed in Maine and New Hampshire, we serve a broad clientele including corporations, nonprofits, municipalities, and individuals. Our peer-reviewed work consistently meets the rigorous standards of the American Institute of Certified Public Accountants. We are proud to combine technical expertise with a client-centric approach, fostering long-term relationships built on trust and reliability.
Services
Tax Planning
Audit Services
Business Consulting
QuickBooks Support
IRS Representation
Nonprofit Accounting
Government Audits
Tax Preparation
Details
- Year established: 1987
Highlights and features
- We offer 30+ years of combined experience in public accounting and tax services.
- Our team includes licensed CPAs and IRS-authorized Enrolled Agents.
- We maintain the highest AICPA peer review ratings for quality assurance.
- Our personalized approach prioritizes direct client engagement and transparency.
- We specialize in tailored solutions for Maine and New Hampshire businesses.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Planning
Our tax planning services help clients minimize liabilities through strategic financial analysis. We specialize in year-end planning to prevent unexpected tax burdens for individuals and businesses. Our CPAs provide actionable recommendations aligned with long-term financial goals.
Audit Services
We conduct comprehensive audits for businesses, nonprofits, and government entities. Our team follows Government Auditing Standards to ensure compliance and internal control improvements. Clients receive preliminary reports for review before finalization.
Business Consulting
Our consulting services cover accounting systems, tax strategies, and operational efficiency. We offer management advisory services tailored to client-specific needs. This includes entity selection and QuickBooks implementation for startups.
IRS Representation
Certified Enrolled Agents provide expert representation for IRS audits and tax issues. We handle complex tax problems with confidentiality and technical expertise. Our team ensures compliance while protecting client interests.
Nonprofit Accounting
Specialized accounting services for nonprofit organizations including compliance audits and financial reporting. We understand unique nonprofit requirements and provide tailored solutions for tax-exempt entities and donor reporting.
People
Amanda J. Schultz Brown
Shareholder
Maine CPA with 13+ years of experience. Specializes in tax advisory services for individuals and nonprofits. Owner since 2017 and active in local business community. Holds leadership roles in professional organizations.
Lori Aliberti
Tax Manager
Enrolled Agent with 25+ years in tax preparation and business consultation. Expert in QuickBooks and Xero software. Active in Maine communities and holds advanced IRS credentials for tax representation.
Gretchen M. Lamontagne
Support Specialist
Transitioned from education to accounting with 15 years of teaching experience. Currently pursuing accounting certification. Focuses on client support and financial documentation management.
Katie Norwood
Administrative Assistant
Recent Colby College graduate with anthropology background. Provides client support and office management. Committed to learning accounting practices while delivering quality customer service.
Questions
What accounting services do you offer?
We provide tax planning, audit services, business consulting, IRS representation, and nonprofit accounting solutions tailored to client needs.
Are you licensed in Maine and New Hampshire?
Yes, our firm and all professionals are properly licensed to practice in both Maine and New Hampshire.
How can I make a payment?
Clients can conveniently pay invoices through our secure online payment platform, CPACharge.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, and ongoing support for business clients.
Can I schedule appointments online?
Current clients can book appointments directly with staff members using our Calendly scheduling system.
