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.
OUR SERVICES
INDIVIDUALS
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Preparation of individual federal, state and local tax returns
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Tax planning and advisory
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Multi-state returns
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Capital gain transactions
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IRS notices, appeals and responses
BUSINESSES
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Preparation of federal and state tax returns for corporations, partnerships, and tax-exempt organizations
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Assistance with business entity selection
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Transaction planning for sale and acquisitions
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Succession planning
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Tax and financial projections
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Cash flow analysis
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Accounting and QuickBooks assistance
OTHER
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Reviews and compilations of financial statements
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Preparation of internal use financial statements
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Preparation of trust and estate tax returns
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Income tax and estate tax planning for individuals, families, and trusts
OUR TEAM