PRESQUE ISLE (207) 762-6084 | HOULTON (207) 532-1089

Tax Services

shutterstock_259391432Almost every business or personal decision you make has consequences, especially when it comes to your taxes. At Davis, Gates & Alward CPAs, our objective is to lend a hand in making sure you pay the smallest amount of tax required by law, in addition to meeting or exceeding your overall financial goals. As a client, if you take the proactive approach by discussing major financial decisions with our tax advisors, you can expect a more favorable outcome while making more educated decisions. We work side by side with you to determine what the best strategies are so you can achieve all of your business and personal financial goals!

How can we help you?

We utilize the latest technology to establish client portals and secure, encrypted email that enables us to easily transfer confidential information. We provide the client with an electronic copy of their tax return for easy storage and have future accessibility.

We offer a free “initial consultation” to answer any questions or concerns you may have

Services include, but are not limited to:

  • Tax return preparation
  • Income tax planning
  • State and local tax planning
  • Entity selection
  • Representation during IRS and state income tax examinations
  • …and much more!

Compilation and Review Services 

Our review and compilation services include timely report generation to satisfy any bank or insurance industry reporting requirements you may have.  In many cases, with your approval, we can provide information to your banker or insurance company directly.

If you have questions, or would like to discuss our tax services, we’re excited to speak with you! Please call today to schedule your free initial consultation! Presque Isle:  207-762-6084 / Houlton: 207-532-1089