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WELCOME TO KELLY, DAWSON & SOUTER, LLC

ABOUT OUR FIRM

Kelly, Dawson & Souter is a full-service accounting firm based in South Portland, Maine, committed to providing comprehensive financial solutions tailored to the unique needs of our clients. With decades of experience, we specialize in tax compliance and planning for individuals, small businesses, and trusts and estates. Our team of skilled professionals offers expertise in tax preparation, tax planning, and strategic advisory services designed to help you navigate complex financial landscapes.

As a locally-owned and operated firm, we take great pride in being deeply rooted in the community. We understand the importance of building lasting relationships with our clients, which is why we are known for our responsiveness, reliability, and personalized approach. Whether you are an individual planning for retirement, a small business seeking efficient tax strategies, or a start-up company looking for guidance on managing finances, we are here to provide you with the tailored advice and attention you deserve.

At Kelly, Dawson & Souter, we take the time to truly understand your financial goals, ensuring that our services align with your needs. We believe in a collaborative approach, working alongside you to develop strategies that help you succeed. Our commitment to excellence and integrity is at the core of everything we do, and we are proud to be your trusted partner in navigating your financial journey.

OUR SERVICES

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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 sales and acquisitions
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 planning for individuals, families, and trusts

OUR TEAM

PARTNER/FOUNDER

MICHAEL KELLY, CPA

Mike is a graduate of Saint Joseph’s College in with a bachelors degree in Accounting. He began his public accounting career in 2005 and has worked for two local public accounting firms prior to founding KDS.

Mike is a Certified Public Accountant, a member of the Maine Society of CPA's, and American Institute of Certified Public Accountants.

Mike specializes in corporate and individual tax compliance for clients of all shapes and sizes. He has a background in attestation services, including audits, reviews and compilations for small businesses and nonprofit organizations.

Mike is passionate about working with local small business owners to help grow their business and minimize their tax liability to the fullest extent.

Mike lives in Falmouth with his wife Heather, and three young children, Bryson, Lyla, and Nolan. When he is not in the office, he enjoys spending time with his family, golfing, and is an avid New England sports fan.

PARTNER/FOUNDER

RYAN DAWSON, CPA

Ryan is a graduate of the University of Maine, summa cum laude, where he majored in accounting and finance. He began his public accounting career in 2011 with Dawson, Smith, Purvis and Bassett, P.A., located in Portland, Maine, which later merged with a national firm.

Specializing in tax compliance and strategic planning, Ryan provides comprehensive services to individuals, small businesses, trusts, estates, and private foundations. He works closely with his clients to navigate complex tax laws and develop tailored strategies for minimizing tax liabilities and maximizing financial efficiency.

Ryan is a Certified Public Accountant and an active member of several professional organizations, including the American Institute of Certified Public Accountants and the Maine Society of CPAs. His involvement in these groups reflects his commitment to staying current on industry trends and best practices, ensuring that his clients receive the most up-to-date and effective guidance.

Ryan lives in Freeport with his wife, Kelsey, son, Parker, and twin daughters, Morgan and Sophie. In his free time, he enjoys golfing and hiking, as well as many other outdoor activities.

PARTNER/FOUNDER

WILLIAM SOUTER, CPA

Bill is a graduate of the University of Southern Maine, where he majored in accounting, and a graduate of Thomas College, where he received a Master’s Degree in Taxation. He began his public accounting career in 1996 with Dawson, Smith, Purvis and Bassett, P.A., located in Portland, Maine, which later merged with a national firm.

Bill’s area of concentration is tax compliance and planning for individuals, privately-owned businesses, trusts, estates and nonprofit organizations.

He is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and Maine Society of CPAs. He is the current Treasurer and Board Member of the Saco Bay Rotary Club.

In his free time, he enjoys golfing and bowling, and is an avid New England sports fan.

Bill lives in Old Orchard Beach with his wife, Jessie and son, Ethan. He also has two older sons, Tyler and Tanner.

MANAGER

CHRISTINE MOULTON, CPA

Christine is a graduate of the University of New Hampshire in 2015 with a Bachelors degree in Accounting and Management. In 2017 she earned her Masters in Accounting from Southern New Hampshire University.

In 2019 Christine obtained her Certified Public Accountant designation and is a member of the Maine Society of CPA’s (MECPA).

Christine began her career in public accounting in 2016 with a local public accounting firm that later merged with a nationally recognized firm. There she developed her expertise in accounting and tax compliance as well as planning strategies for individuals, corporations, and trusts and estates. She enjoys helping clients in various types of industries with their accounting needs and their federal and state tax obligations.

Christine lives in Cape Elizabeth with her husband, Dylan, and dog Hazel. In her spare time, she enjoys spending time outside running, hiking, biking and the occasional round of golf.

SENIOR ACCOUNTANT

ABDUL ABUKAR

Abdul holds an MBA with an accounting concentration from Thomas College and a B.S. in accounting and finance from the University of Southern Maine.

Since joining Kelly, Dawson & Souter, LLC in 2024 as a Senior Tax Accountant, Abdul has specialized in preparing tax returns and providing tailored tax planning consultations for individuals, partnerships, S Corporations, and trusts.

With a deep commitment to professional development, Abdul is pursuing his CPA designation and is already qualified as an Enrolled Agent by the Internal Revenue Service.

Abdul lives in Portland with his wife, Amina, sons: Ali and Mohamed, and daughters: Zamzam and Zuhayla. In his free time, he likes to play soccer and run on Baxter Boulevard in Portland.

STAFF ACCOUNTANT

TINA GOAN

Tina joined the KDS team in 2024 as a Staff Accountant, bringing with her an impressive 28 years of experience in the financial services industry.

Her background in mortgage underwriting provides essential skills that transition to her role in public accounting, making her an undeniable asset to the firm.

Tina resides in coastal southern Maine with her dog, Leo. In her free time, she loves embarking on road trips, attending live music events, and exploring the local foodie scene with her family and friends.

ADMINISTRATIVE ASSISTANT

DENISE ORR

Denise has worked as an administrative assistant for over 30 years and started in a public accounting office in a local small firm in 1999.

Denise lives in Saco with her husband Tom and has two grown children, a grandson, and a granddaughter. In her spare time she enjoys cooking, traveling and spending time with friends and family.

ADMINISTRATIVE ASSISTANT

JESSIE SOUTER

Jessie was born and raised in Springfield, MA. She graduated from Springfield College with an associate’s degree in legal office administration and, after moving to Maine in 2001, she continued her education at York County Community College, earning a certification in Human Resources. Jessie worked in the banking industry for many years before spending ten years in the social services field.

Jessie lives in Old Orchard Beach with her husband, Bill and son, Ethan. She also has two older sons, as well as two grandchildren. She is a member of the Saco Bay Rotary Club and a volunteer for Hospice of Southern Maine. She enjoys spending time with family and friends, as well as traveling, yoga, music, theater, cooking and participating in outdoor activities in the warmer months.

Contact Us

373 Broadway

South Portland, ME 04106

207-879-7000

admin@kdscpas.com