Matthew is a lawyer who focuses on legal research and organization and business management. He did his undergraduate work at the University of Southern Maine and received is law degree from the University of Maine Law School with a concentration in Intellectual Property and Business Law.
He has worked in the Greater Portland Area for 15 years in Healthcare Administration, Public Relations, Government Relations, and Sales. His passion is in researching, writing, and the presentation of legal and business issues related to individuals and local businesses. He also recognizes the importance of understanding local, state, national, and global legal and business trends in advocating effectively for clients.
Sarah is an accountant and attorney licensed in Maine who focuses on tax, legal, and business services and solutions. She is now in her tenth year as a tax professional. She received her undergraduate degree at Mount Holyoke College, went on to receive her law degree from the University of Iowa Law School and is currently a candidate for her Masters of Laws in Taxation at Boston University School of Law.
Sarah has extensive experience preparing tax returns, including but not limited to: partnerships and LLCs, S- and C-corporations, and trusts. She also assists clients with choice of entity decisions, IRS and state audit representation, and state tax consulting. Sarah’s passion is in utilizing her extensive experience and knowledge of the tax code, regulations, legal and business practices, and case law to plan, strategize, and advocate to ensure optimal outcomes for each client. From the micro to the macro, Sarah is detail oriented and meticulous yet maintains the ability to keep her focus on the larger picture.
Knowledge & Experience:
Sarah has worked with some of the most sophisticated manufacturers in the New England region, dealing with such issues as self-created intangibles, LIFO inventory book-to-tax adjustments, Domestic Production Activity Deductions, Section 263A calculations, deferred compensation plans, and other complex tax issues.