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Downtown Portland Harbor with view of Maine Medical Center, Commercial street, Old Port an

WELCOME TO KELLY, DAWSON & SOUTER, LLC

ABOUT OUR FIRM

We are a full-service accounting firm based in Portland, Maine. We specialize in tax compliance and planning for individuals, small businesses, trusts and estates, and nonprofits. 

We are a locally-owned firm who prides itself on being responsive and reliable, while providing close, personal attention to our clients. 

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OUR SERVICES

businessman working on desk office with using a calculator to calculate the numbers, finan

INDIVIDUALS

  • Preparation of individual federal, state and local tax returns

  • Tax planning and advisory

  • Multi-state returns

  • Capital gain transactions

  • IRS notices, appeals and responses

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BUSINESSES

  • Preparation of federal and state tax returns for corporations, partnerships, and tax-exempt organizations

  • Assistance with business entity selection

  • Transaction planning for sale and acquisitions

  • Succession planning

  • Tax and financial projections

  • Cash flow analysis

  • Accounting and QuickBooks assistance

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OTHER

  • Reviews and compilations of financial statements

  • Preparation of internal use financial statements

  • Preparation of trust and estate tax returns 

  • Income tax and estate tax planning for individuals, families, and trusts

OUR TEAM

Contact Us

373 Broadway

South Portland, ME 04106

207-879-7000

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