Tax Services in Waterville, ME

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Top Waterville, ME Tax Preparers

Accounting Solutions
5 out of 5
Location 44 Main St #209, Waterville, ME 04901, USA
Phone (207) 872-6059
Perry Valuation & Forensics, LLC
Location 46C First Park Dr, Oakland, ME 04963, USA
Phone (207) 877-3237
Cheryl W. Flewelling - Raymond James
5 out of 5
Location 180 Main St, Waterville, ME 04901, USA
Phone (207) 660-4506
Barton Robert C CPA
Location 166 College Ave, Waterville, ME 04901, USA
Phone (207) 877-8996
Waterville Finance Department
2 out of 5
Location 1 Common St, Waterville, ME 04901, USA
Phone (207) 680-4248
Nicholson, Michaud & Company
5 out of 5
Location 76 Silver St, Waterville, ME 04901, USA
Phone (207) 872-7077
Tax Accountant in Waterville, ME

Where Tax Accountants in Waterville, ME Serve

Waterville, ME is a vibrant city located in Kennebec County, Maine. The city is home to several landmarks that are worth visiting, such as the Colby College Museum of Art, the Waterville Opera House, and the Redington Museum. The top employers in Waterville include Colby College, MaineGeneral Health, and the Kennebec Valley Community College. Major highways and streets in the city include Interstate 95, US Route 201, and Main Street. The neighborhoods in Waterville are diverse and include the Downtown, South End, and North End neighborhoods. With its rich history and cultural offerings, Waterville is a great place to live, work, and play.

Financial Services Related to Tax Planning in Waterville, ME

Banks and Credit Unions

Residents of Waterville, ME would benefit from a bank in a multitude of ways. For example, the bank could provide loans for small businesses in the downtown area, which would help boost the local economy. Additionally, the bank could offer financial education classes to residents, many of whom may not have had access to such resources before. This could help them better manage their finances and improve their overall financial well-being. Furthermore, the bank could offer mortgages to first-time homebuyers in Waterville, where the median home price is relatively affordable compared to other areas in Maine. This would allow more residents to become homeowners and invest in their community. Overall, a bank in Waterville could have a significant positive impact on the lives of its residents.

Insurance Broker

Residents of Waterville, ME can benefit greatly from the services of an insurance broker. With its harsh winters, Waterville residents would greatly benefit from a broker who can help them find affordable homeowners insurance that covers damage caused by snow and ice storms. Additionally, many residents of Waterville work in the healthcare industry, which means they may need specialized insurance coverage for their medical practices. An insurance broker can help these professionals find the right coverage to protect their livelihoods. Furthermore, Waterville is home to many small businesses, and an insurance broker can help these entrepreneurs navigate the complex world of commercial insurance, ensuring they have the coverage they need to protect their businesses from unexpected events. Overall, an insurance broker can provide invaluable assistance to residents of Waterville, helping them find the right insurance coverage for their unique needs.

Retirement Planning

Residents of Waterville, ME can benefit from the expertise of a retirement planner in numerous ways. A retirement planner can help them navigate the complexities of retirement planning and ensure that they have a solid financial plan in place for their golden years. Specifically, in Waterville, ME, a retirement planner can help residents take advantage of the city's vibrant arts and culture scene by incorporating it into their retirement plans. For example, a retirement planner could suggest investing in local arts organizations or purchasing season tickets to the Waterville Opera House. Additionally, a retirement planner could help residents take advantage of the city's beautiful parks and outdoor recreational opportunities by including them in their retirement plans, such as purchasing a home near one of the city's many parks or planning regular outdoor activities. By working with a retirement planner, residents of Waterville, ME can ensure that they have a retirement plan that is tailored to their unique needs and interests.

Wealth Management

Residents of Waterville, ME can benefit from a wealth manager in numerous ways. For instance, a wealth manager can help them create a comprehensive financial plan that suits their unique needs and goals. This plan can include investment strategies, retirement planning, tax planning, and estate planning. In Waterville, where the median household income is lower than the state average, a wealth manager can provide valuable guidance on how to build wealth and protect assets. Additionally, a wealth manager can help residents navigate the complex financial landscape and make informed decisions about their money. For example, they can advise on investment opportunities in the local economy, such as the growing healthcare and education industries in the area. Overall, a wealth manager can provide residents of Waterville with the tools and knowledge they need to achieve financial security and success.

Financial Advisor

Residents of Waterville, ME can benefit greatly from the guidance of a financial advisor. With the city's economy largely driven by manufacturing, healthcare, and education, a financial advisor can help individuals navigate the complexities of retirement planning, investment strategies, and tax planning. Additionally, with the city being home to Colby College, a top-tier liberal arts institution, a financial advisor can provide specialized advice to families with college-bound children, helping them navigate the financial aid process and explore different options for college savings plans. Furthermore, with Waterville being a small city with a tight-knit community, a financial advisor can provide personalized attention and support to individuals and families, helping them achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Waterville, ME can greatly benefit from the expertise of a mortgage loan officer. These professionals can help individuals and families secure the financing they need to purchase a home in Waterville, a city known for its historic architecture and vibrant community. With a deep understanding of the local real estate market and lending options, a mortgage loan officer can guide borrowers through the complex process of obtaining a mortgage, from pre-approval to closing. In addition, they can provide valuable advice on how to improve credit scores, negotiate with lenders, and find the best interest rates. With their help, residents of Waterville can achieve the dream of homeownership and contribute to the growth and prosperity of this unique and dynamic city.

Estate Planning Lawyer

Residents of Waterville, ME can benefit from the expertise of an estate planning lawyer in a number of ways. For example, the lawyer can help them create a comprehensive estate plan that takes into account their unique family and financial situation. This may involve drafting a will, setting up trusts, and making decisions about how assets should be distributed after death. Additionally, an estate planning lawyer can help Waterville residents navigate complex tax laws and minimize their tax liability. Given that Waterville is home to a diverse population with a range of income levels and family structures, having an estate planning lawyer who understands the nuances of Maine law can be invaluable in ensuring that residents' wishes are carried out and their families are protected.


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