Accountants in South Portland

“This diamond in the ruff is a family owned accounting company has been open since like 1972 and always done me right with services. The people there Kath is office manager and the staff is consistent with John and Rosanne do the financial stuff and Ben is the support staff. Very great service and value. Try them out!! Thanks Anthony.“

“Another tax season is quickly approaching, and I am overdue in thanking Kevin Williams for his advice and preparation of my taxes over the last 2 years. Last year due to a small financial inheritance my taxes were more difficult, Kevin helped me understand the documents I had received and ensured the accuracy of my taxes. Thank you and best regards to you and your team.“

“Estate taxes can be complex, confusing, and frustrating for those already grieving the loss of a loved one. After calling many tax professionals in the Portland area about my estate tax questions, several stated they did not provide estate tax services or wanted to charge me thousands of dollars upfront without even hearing the amount of income my estate generated (which is partly related to the complexity of the tax return). Luckily, I was fortunate enough to get in touch with Cross Associates (Rachel Shufelt) who was eager to arrange an in-person consult to better understand my estate tax needs. Rachel sat down with me for about 30 minutes as we discussed the paperwork and my assumptions. She disproved several statements I received from other tax preparers and assured me the process moving forward would be easy (for me) due to good record keeping. And it was. Copies of my documents were provided to her at the consult, a few more were mailed directly, and the return was completed well before the tax deadline. The fees for her services were totally reasonable (a fraction of other preparer quotes). But, more importantly, she was responsive, kind, sympathetic, and a genuinely honest and transparent professional. I *highly* recommend her as a tax preparer. And, if Rachel is reading this, thank you for lifting the weight off my shoulders, even just a little, during a very challenging time. Much appreciated!“