Trusted Accountant counsel

Your Trusted Accountant in Portland, ME

Distinguished Accountant counsel for clients who expect precision, discretion, and results.

Summit Tax & Accounting has provided accountant to Portland and surrounding areas. Fully insured.

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Award-winning service
Confidential consultation
Same-day response
Summit Tax & Accounting
Credentials & Trust

Licensed, credentialed, and accountable

License
Licensed
ME - professional standards
BBB A+ Rated
Accredited practice
Same-Day Response
Client-first service
4.9/5 rated
296+ client reviews
Our Practice Areas

How Summit Tax & Accounting serves Portland

Comprehensive Accountant counsel delivered with precision, discretion, and measured care.

Tax Preparation & Planning

Portland's mix of self-employed professionals, hospitality workers, fishing industry employees, and remote workers creates a wide range of tax situations that go beyond standard W-2 filing. Summit Tax & Accounting handles federal and Maine state returns for individuals and businesses, identifying deductions specific to Maine residents such as property tax fairness credits and the Maine Residents Property Tax Program. Year-round planning helps clients avoid surprises at filing time.

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Small Business Accounting

Portland's Old Port district and surrounding neighborhoods are home to hundreds of independent restaurants, boutiques, contractors, and service businesses that need accurate books without the overhead of a full-time accountant. Summit Tax & Accounting provides monthly bookkeeping, reconciliations, profit-and-loss statements, and payroll processing tailored to Maine's business tax requirements. Maine's seasonal economy means many local businesses face uneven cash flow, and proper accounting helps owners plan through slow months.

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IRS & State Tax Resolution

Receiving a notice from the IRS or Maine Revenue Services can be stressful, especially when the issue involves multiple unfiled years, underreported income, or accumulated penalties. Summit Tax & Accounting works directly with tax agencies on behalf of Portland clients to resolve outstanding balances through installment agreements, offers in compromise, or penalty abatement requests. Many local clients come in after receiving CP2000 notices or Maine state assessment letters, and early action typically limits additional interest charges.

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Client Testimonials

What our clients say

Trusted by Portland families and businesses.

Unfailingly professional. Summit Tax & Accounting took a complex matter and made it feel manageable - I was kept informed every step of the way.

Sarah M.
Private client

Their attention to detail is remarkable. I trusted them with one of the most important decisions of my life and was not disappointed.

Michael T.
Business owner

Exceptional counsel delivered with discretion and care. Few firms still practice at this level. Highly recommended.

Jennifer L.
Long-standing client
Thank you to our clients for their trust.
Services in Detail

Summit Tax & Accounting services in Portland, ME

Tax Preparation & Planning

Tax Preparation & Planning in Portland

Portland's mix of self-employed professionals, hospitality workers, fishing industry employees, and remote workers creates a wide range of tax situations that go beyond standard W-2 filing. Summit Tax & Accounting handles federal and Maine state returns for individuals and businesses, identifying deductions specific to Maine residents such as property tax fairness credits and the Maine Residents Property Tax Program. Year-round planning helps clients avoid surprises at filing time.

View Tax Preparation & Planning services
Small Business Accounting

Small Business Accounting in Portland

Portland's Old Port district and surrounding neighborhoods are home to hundreds of independent restaurants, boutiques, contractors, and service businesses that need accurate books without the overhead of a full-time accountant. Summit Tax & Accounting provides monthly bookkeeping, reconciliations, profit-and-loss statements, and payroll processing tailored to Maine's business tax requirements. Maine's seasonal economy means many local businesses face uneven cash flow, and proper accounting helps owners plan through slow months.

View Small Business Accounting services
IRS & State Tax Resolution

IRS & State Tax Resolution in Portland

Receiving a notice from the IRS or Maine Revenue Services can be stressful, especially when the issue involves multiple unfiled years, underreported income, or accumulated penalties. Summit Tax & Accounting works directly with tax agencies on behalf of Portland clients to resolve outstanding balances through installment agreements, offers in compromise, or penalty abatement requests. Many local clients come in after receiving CP2000 notices or Maine state assessment letters, and early action typically limits additional interest charges.

View IRS & State Tax Resolution services
Business Formation & Financial Advisory

Business Formation & Financial Advisory in Portland

Portland continues to attract new business ventures across food and beverage, technology, real estate, and professional services. Choosing the right entity structure from the start - whether a sole proprietorship, LLC, or S-Corp - directly affects Maine self-employment taxes, liability exposure, and long-term exit options. Summit Tax & Accounting advises entrepreneurs through Maine business registration, federal EIN setup, accounting system selection, and financial benchmarking so owners have a clear picture of performance from day one.

View Business Formation & Financial Advisory services
A Conversation, In Confidence

Schedule a confidential consultation

Discuss your matter privately with counsel who will listen carefully and respond with clarity.

Our Process

Measured, deliberate, and client-first

Three considered steps designed to protect your interests at every stage.

I

Initial Consultation

A confidential conversation to understand your matter, your objectives, and how Summit Tax & Accounting can serve you.

II

Strategy & Planning

A considered plan tailored to your circumstances, presented with transparent expectations and scope.

III

Ongoing Counsel

Disciplined execution and regular communication - we keep you informed at every step.

Our jurisdictions

Serving Portland and Surrounding Areas

Licensed in ME, Summit Tax & Accounting represents clients throughout Portland and surrounding communities. We welcome the opportunity to discuss how we can serve you.


Portland, ME
Summit Tax & Accounting
Clientele

Representing clients across Portland, ME

Individuals, families, and businesses of every size trust Summit Tax & Accounting to act in their best interest.

See who we serve
Frequently Asked

Your questions, answered

Clarity on what to expect when working with Summit Tax & Accounting.

Getting a quote is easy! Call us at (555) 555-5555 or fill out our online contact form. We provide free, no-obligation estimates for all accountant services in Portland and the surrounding area.

We proudly serve Portland and Portland, ME. Contact us to confirm we cover your specific location.

Our regular hours are Mon–Fri 7am–7pm. For emergencies, call (555) 555-5555 and we'll do our best to assist you outside normal hours.

Yes! We understand that accountant emergencies don't wait. Call (555) 555-5555 for fast response times in Portland and surrounding areas.

Absolutely. Summit Tax & Accounting is fully licensed and insured for your protection. We carry comprehensive liability insurance on every job.

We accept all major credit cards, debit cards, checks, and cash. We provide upfront pricing so there are no surprises when the job is complete.

Begin a Conversation

Ready to begin?

Schedule a confidential consultation with Summit Tax & Accounting and experience the difference distinguished counsel makes.

Confidential consultation
Same-day response
Licensed in ME

OUR SERVICE AREA

Proudly Serving All of Portland

Address:Portland, MEPhone:(555) 555-5555Hours:Mon–Fri 7am–7pmEmail:demo@getdmdigital.com

Summit Tax & Accounting is Portland-based and available Mon–Fri 7am–7pm for residential and commercial accountant across Portland, Me. We handle Tax Preparation & Planning, Small Business Accounting, IRS & State Tax Resolution and Business Formation & Financial Advisory - fast, professional, and backed by strong warranties.

Our expert accountant technicians serve Falmouth, Portland, Scarborough, South Portland, Westbrook, and the surrounding neighborhoods.

Let's Start a Conversation

Book Your Free Consultation Call Now

Contact us:

Call (555) 555-5555

Hours: Mon–Fri 7am–7pm

demo@getdmdigital.com

Portland, ME