Accounting & Tax Services
Williams Financial Services, LLC
Pamela Fox, CEO
Kevin Williams, Chief Accounting Officer
Alyse Wallace, Senior Staff Accountant
Christina Denardo, HR Consultant PHR-HRCI
All March 2025 requests for appointments will not be guaranteed an April 15, 2025, Tax Filing. We will discuss the filing of an extension for your 2024 Tax Return during our 15-minute meeting
- Tax Preparation and E-Filing – All Business & Personal Tax Returns Including Past-Due Unfiled Previous Tax Years.
- Monthly Accounting Services – Business & Personal.
- Business Planning – Specializing In New Business Startups & Entity Formations.
- All Notary Services In Maine.
Why Choose Us
Always On Time
When it comes to finances, deadlines are critical. We will meet or beat your deadlines to ensure your business runs smoothly.
Up to Date
Bringing to clients continuing education of current tax law changes and accounting principles. Obtaining through attending conferences and webinars along with research of annual and industry updates.
Available when it is convenient for you
We can meet you whenever and wherever is best for you. Days, Evenings and Weekend appointment are available so you can concentrate on running your business.
Certificates
2025 NHME Chap Earned Income Credit in an Ethical Tax Practice
2025 NHME Chap Form 3115: What does it really mean to the average preparer?
2025 NHME Chap Global Clients: FinCen, FBAR & Other Foreign Account/Transaction Reporting
2025 NHME Chap Life Estates: A Deep Dive
2025 NY Chap 2025 Tax Season Issues
2025 NY Chap Avoiding Schedule C & E Red Flags
#1
Tax Preparation – Business & Personal
Tax return preparation can be a daunting and complex task. Tax laws are complicated making completing and filing any return confusing. We will find the deductions and credits to which you are entitled. There is no substitute for the assistance of an experienced tax professional. Call us at 207-699-7979 to discuss how we can help.
- 1040 Personal Income Tax Preparation & Electronic Filing – All Schedules & City/State Taxing Authorities
- All Business Tax Returns Prepared & Electronically Filed – LLC’s, “C” Corporations 1120, “S” Corporations 1120 S, and Partnership 1065
- Entity LLC Formations created and Secretary of State Business Filings, including Annual Report State Franchise Tax Reporting for all LLC Entities
- IRS Tax Treatment Filing Elections for all LLC Entities
- Preparation & Electronic Filing of Monthly/Quarterly Sales & Use Tax Returns
- Specializing in the Preparation & Electronic Filing of All Past-Due 1040 Personal & Business Tax Returns
#2
Monthly Accounting Services
Fully insured Accounting & Bookkeeping services
- Business
- Personal
Accounting Platforms we utilize:
- QuickBooks Online
- Custom Excel spreadsheet
Financial Statements:
- Financial Statement Analysis
- Budget Projections
#3
Business Coach/Mentoring Services
“We bring over 30 years’ experience giving us the ability to help you take your business idea and navigate the tricky waters of your startup. This journey starts from helping you form the correct Entity, Sales Tax Compliance, helping to get your DUNS Number set up, and getting your Accounting Platform setup in the correct manner from the start. You will have a mentor/coach throughout the business setup process.
For personal financial coaching we recommend the services of:
Allison Bishop CPA
Financial Coach
Portland, ME 04101
207-805-8400
AllisonBishop.com
