Tax preparer · Brunswick, ME
J.H. Birkett, CPA, PA
Tax planning and return preparation for businesses and individuals
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Boutique financial planning for retirement and income149 Maine Street, Brunswick, ME
The Advisory USA is a boutique financial advisory firm headquartered in New England, offering retirement and income planning through a team of advisors. Its two main focuses are income planning and tax minimalism, with an emphasis on proactive rather than reactive management of finances. The firm describes its approach as a three-step process: an initial consultation, a diagnosis of current finances with a rough plan, and then implementation of a tailored plan.
The first meeting can be in person or over Zoom, and it is a no-obligation conversation. Clients are asked to bring statements, holdings and documents to that first meeting. The firm has offices in Brunswick at 149 Maine Street and in Sanford, Maine.
Tax planning and return preparation for businesses and individuals
Tax, accounting and financial planning since 1993
Boutique real estate agency serving home buyers and sellers in Maine
Listing your business here is free. Featured is $49 a month: