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For many people, tax time is one of the most stressful times of the year. They may be worried about paying too much or too little, or concerned that they are not receiving the deductions and refunds they are due. Those who prepare their tax documents themselves are often afraid that a simple technical mistake could have costly consequences.

The individual tax accounting services offered at Parmelee, Poirier & Associates, LLP relieve our clients of the burden of worry and offer them a partner in accountability. Our staff of accounting professionals are committed to providing unparalleled client service while adhering to the highest standards of accounting practice. As we learn about your personal goals and financial concerns, we're able to offer truly personalized service you just won't find anywhere else.

Here are just a few of the services we offer for individuals and families:

Tax planning and preparation
Representation during audits and appeals
Estate and gift tax planning
Assistance in interactions with financial institutions for short- or long-term financing
Assistance in interactions with educational institutions for scholarships and/or grants
Experienced and  third-party advice for insurance, education, retirement, and       
     healthcare planning

Our practice is built on the confidence of our clients. Most of our new business comes from client referrals. Whether you come to us for tax preparation or a complete overhaul of your financial roadmap, PP&A is ready to be your partner in financial accountability.
 



Are you looking to obtain funding for a new home or other major purchase? Many financial institutions now require a Personal Financial Statement as part of their application package.

Download a printable Personal Financial Statement (pdf format).
    If you do not have Adobe Reader, you can download it here.
 

 


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