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 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. 

Barry J. Brown, Esq. 

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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.

Michael P. Kelly, CPA

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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.

Rudy Labrecque, Manager

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Linda Sabourin combines superior professionalism with a fresh and friendly attitude. Linda is helpful and always maintains a wonderful sense of humor  no matter what the issue, problem or challenge.

 

With a background in legal/medical office management, she has worked as a paralegal in setting up corporations, LLC’s, wills, trusts, powers of attorney, leases and other contracts.

 

Her superior organizational skills keep the office humming, and her attention to detail, when it comes to client service, is exceptional.

Linda Sabourin, Office Manager/Paralegal

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Susan Bassi Brown brings over 20 years of practical experience as a CFO for small businesses to her work at the firm.  

 

An MBA, Susan works on tax returns, but also takes care of internal communications and IT needs. During the year, Susan works as a consultant, specializing in software applications and human resources issues.

 

During tax season, she works the “nights and weekends shift”, always happy to see April 15th arrive.

Susan Bassi Brown, MBA

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Andrew Slattery

 

CONTACT

BROWN AND KELLY, LLC

OUR ADDRESS

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

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

 

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

 

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