Chartered in Portland since 1998

Your numbers,in goodorder.

Tax returns, bookkeeping and quiet, sensible advice for households and small businesses. Fixed fees agreed upfront, and a named accountant who actually picks up the phone.

Book a free consultation See our fees
1,200+households served
340local businesses
0missed deadlines, ever
Accountant working with a calculator and paper documents on a desk
Client file 04172025
Missed deductions$2,940
Home office$1,120
Retirement credit$1,000
Prior-year fix$620
Found$5,680
Services

Two kinds of client. One standard.

Whether it is one tax return or a growing payroll, you get the same thing: a named accountant, a fixed fee and replies within one business day.

Client signing a document at a desk with a pen

Personal tax, handled.

Send us your documents through our secure portal, we do the rest, then walk you through every line before anything is filed.

  • 01

    Personal tax return

    Federal and state filing, deductions review, e-file and a plain-English summary.

    From$395
  • 02

    Freelancer & side income

    Self-employment schedules, quarterly estimates and expense tracking set-up.

    From$590
  • 03

    Rental property

    Depreciation schedules, income and expenses for up to three properties.

    Add$180
  • 04

    Tax notice response

    We read the letter, call the tax office for you and resolve it.

    Fixed$250
  • 05

    Retirement & estate planning

    Pension draw-down, gifting and the tax side of your will, with your attorney.

    Per hour$220
Transparent pricing

Fixed fees. Written down.

MonthlyPay yearly2 months free
Individuals

Personal

One household, one clear return, zero surprises in April.

$395per return
  • Federal and state return
  • 30-minute review call
  • Secure document portal
  • Notice support for 3 years
Start my return
Most chosen

Sole Trader

Freelancers and one-person businesses who want it all done.

$189per month
  • Monthly bookkeeping
  • Quarterly estimated taxes
  • Business and personal return
  • Unlimited email questions
Book a call
Small business

Company

Growing teams that need books, payroll and a plan.

$590per month
  • Books closed by the 10th
  • Payroll for up to 10 people
  • Year-end business return
  • Quarterly advisory meeting
Book a call

Always included

  • Named accountant
  • Reply within 1 business day
  • Encrypted client portal
  • No hourly surprises
  • Cancel any time
Our firm

A quieter way to do the books.

Ruth Ledger and Samuel Lane met on the night shift of a large city firm in 1996, both tired of clients being treated like file numbers. Two years later they opened a two-desk office above a bookshop on Harbor Lane.

The building has changed and the team has grown to fourteen, but the idea has not: fewer clients, known by name, served properly. We cap how many new clients we take each season so that nobody becomes a rushed file in March.

"Good accounting should feel boring. Calm, predictable, done early."Ruth Ledger, Founding partner
Bright modern office with desks, plants and large windows
0years in practice
0people on the team
0clients who renew
0average return turnaround
Light-filled office corridor with glass meeting rooms
The officeHarbor Lane
Open notebook and pen on a tidy wooden desk
Planning seasonQ4
Business people in a relaxed meeting reviewing papers together
Client reviewRoom 2
The team

People who know your file.

Every client has one named accountant and a backup who knows your file. No call centre, no handoffs.

Portrait of Ruth Ledger
CPA · Founding partner

Ruth Ledger

28 years of personal and estate tax. Reads tax code for pleasure.

Portrait of Samuel Lane
CPA · Founding partner

Samuel Lane

Leads business clients and the fractional CFO practice.

Portrait of Amara Okafor
Enrolled agent

Amara Okafor

Our tax-notice specialist. Calm on the phone, relentless on paper.

Portrait of Theo Marchetti
Bookkeeping lead

Theo Marchetti

Keeps 120 sets of books closed by the 10th, every month.

Client letters

Kind words, filed carefully.

4.9 out of 5 from 286 client reviews. A few favourites from this year.

"For ten years I dreaded April. Ruth found a deduction my old preparer had missed every single year, amended three returns and got us a refund that paid for a new roof. Now April is just another month."
Portrait of reviewer Helen
Helen D.Personal client since 2019
"Samuel's cash-flow forecast is the reason the bank said yes to our second location."
Portrait of reviewer Marcus
Marcus T.Owner, two coffee shops
"I got a scary tax letter on a Friday. Amara had it resolved by Tuesday. Worth every cent."
Portrait of reviewer Julia
Julia K.Freelance designer
Questions

Before you call us.

Is the first consultation really free?

Yes. Thirty minutes, in person, by video or by phone. We look at your situation, tell you honestly whether we are the right fit and give you a fixed quote in writing.

How do I send you my documents?

Through our encrypted client portal, from your phone or computer. You can also drop paper documents at the office and we will scan and return them the same week.

Can you take over from my current accountant?

Easily. With your permission we request your prior returns and files directly, so switching takes one signature from you.

Do you work with clients outside Maine?

Yes. About a third of our clients are in other states and we meet them by video. We file in all states that have an income tax.

When should I book for tax season?

The earlier the better. We cap new personal clients at 60 per season, and it usually fills by mid-February.

Visit the office

Address14 Harbor Lane, Suite 300
Portland, ME 04101
Open now
Hours
Mon to Fri8:30 to 5:30SaturdayBy appointmentSundayClosed

Extended hours February to April: weekdays until 7:30 pm. Free parking behind the building, step-free entrance.

Free consultation

Let's talk numbers.

Thirty minutes, no obligation. We confirm your time by email within one business day.

What can we help with?
Meeting format

Your details are only used to arrange this meeting. We never share client information.