TAX, ACCOUNTING, AND BUSINESS ADVISORS

 
We are a full-service accounting firm, specializing in individual and corporate tax compliance and planning.
 
 

 

 

OUR SERVICES

INDIVIDUAL TAX COMPLIANCE
  • Preparation of individual federal and state and local tax returns. 

  • Advisory and tax planning.

  • Multi-state taxation. 

  • Capital gains transactions. 

  • IRS audits and appeals.

  • Response to IRS inquiries and appeals. 

BUSINESS TAX COMPLIANCE
  • Preparation of federal and state tax returns for closely held corporations, partnerships, LLC, and tax-exempt organization. 

  • Business entity selection. 

  • Sale of business planning and tax implications. 

  • Succession planning.

  • Financial projections and cash flow analysis.

ACCOUNTING AND BOOKKEEPING
  • Payroll Preparation 

    • W-2's, W-3, Form 941, etc.

    • Form 1099-MISC and 1096

  • QuickBooks Bookkeeping

    • Year-end or monthly assistance

    • Training

    • QuickBooks Setup

    • One-time cleanup

ASSURANCE AND CONSULTING
  • Reviewed or compiled financial statements for small business or nonprofits. 

  • Preparation of internal use company financial statements. 

  • Internal Control Analysis.

  • Fraud Examination.

       TRUST AND ESTATE PLANNING

  • Individual and family succession planning, special needs trusts, charitable trusts, living trusts. 

  • Wills and Testamentary Trusts

  • General and Special Powers of Attorneys.

OUR VISION

Our goal is to make our client's lives easier by saving them time and money.

 

We pride ourselves on being a small local firm, responsive and providing

close personal attention.

 

We listen first.  We develop individualized solutions that include both short-term and long-term thinking.

 

 We are a family-owned public accounting firm with over 65 years of combined tax and accounting experience. Our low turnover of employees allow us to provide service with continuity. 

 
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Barry J. Brown, Esq. 

Barry Brown brings a broad spectrum of practical business and tax advice to his clients.

 

He advises clients on Federal income, gift and estate tax matters, as well as Maine income, sales and property tax issues. He represents clients before the Internal Revenue Service and Maine Revenue Services. He also handles appeals from these bodies to the courts. His estate planning practice includes simple and complex wills and trusts, and related matters.

 

He was born in Portland, Maine, and established his practice in 1986 after working at Coopers & Lybrand (now Price Waterhouse Coopers) and then Peat Marwick Mitchell (now KPMG) upon graduation.

Barry is a member of the Maine State and American Bar Associations and the latter’s Taxation and Real Property, Probate and Trust Law sections.

Barry graduated from Bates College and received his law degree from Franklin Pierce Law Center. He also earned a Masters degree in taxation from Boston University. 

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Michael P. Kelly, CPA

Mike is a graduate of Saint Joseph’s College in 2005 with a bachelors degree in Accounting. Prior to joining Brown & Kelly, LLC in 2019, he worked for two local public accounting firms for over 15 years.

 

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 in 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

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Rudy Labrecque, Manager

Rudy Labrecque brings a unique combination of assets to the practice: he has 8 years of public accounting experience working as a CPA doing both audit and tax work, and over 25 years of experience working in the private sector as controller and CFO for several local businesses.

 

Rudy has the accounting expertise to handle any business or personal tax problem, with the real life experience that brings a practical perspective to his work. Clients love working with Rudy because he’s friendly, helpful, nice and there is no question he can’t answer!

 

He helps clients with technical issues as well as QuickBook basics, all with his patient and clear manner. Rudy’s a highly valued member of our team.

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Andrew Slattery, CPA, Manager

Andrew is a graduate of the University of Southern Maine with a bachelors degree in accounting.  Prior to joining Brown and Kelly, LLC in the fall of 2020, he worked for two local public accounting firms, and has over 7 years of tax and accounting experience. 

 

Andrew’s experience in public accounting has been primarily focused on tax compliance.  He works closely with individuals and small business owners to help with their compliance needs, while staying focused on their long-term planning goals.  

 

Andrew currently lives in Falmouth and enjoys spending his time outside of work on the golf course competing in state amateur tournaments.

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Christine Heinemann, CPA, Manager

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) and the American Institute of Certified Public Accountants (AICPA).

 

Before joining Brown and Kelly, Christine began her public accounting career in 2016 with a local public accounting firm that later merged with a nationally recognized firm. At the local firm Christine honed her accounting skills and worked on tax compliance and planning strategies for individuals, corporations, and trusts and estates. She enjoys helping clients with their accounting needs and advising them on federal and state tax compliance issues in various types of industries

 

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

 

CONTACT

BROWN AND KELLY, LLC

OUR ADDRESS

22 Free Street, Suite 301, Portland, Maine 04101​

Email: mike@brownandkelly.com
Tel:  207-879-7000

 

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