We’re a Maine CPA firm focused on “you,” the client.

You are who counts here. You are who matters.

It’s what we’ve been doing for 30 years and more.


We know you have many choices for help with Federal and Maine state taxes and financial planning. We want you to be so happy with our team that you’ll stay with us, year after year.

Our Portland, Maine-based Certified Public Accountants and other professionals have the ability to bond with clients, quickly becoming trusted financial advisors who can be counted on for reliable guidance.

This is why we’re chosen over other Maine CPA firms. And why so many clients have stayed with us over the past 30 years, even those who left Maine or weren’t even located here in the first place.

 

“Our mission: We are committed to building valued relationships with clients through individual, innovative responses to their needs.”

 

about_collage

 

WHAT YOU CAN EXPECT FROM OUR MAINE CPA’s…

  • Responsive service: When you call us during business hours, there’s always someone available to talk with you. If you leave a message after hours, we promise to call back within 1 business day. We also promise to respond to your emails. Most emails are replied to within 1 business day.
  • Reliable service: No matter what type of accounting services you need in Maine and beyond, you can count on us to take care of them for you in a timely and professional manner. For instance, if you’re buying a house and you need a tax return completed, you can rely on it being done the right way, when you need it.
  • Clear instructions: When needed, we’ll send you emails or “snail mail” materials with clear instructions on what you should do with them. For example, when we mail you a copy of the completed/filed Maine income tax return we submitted for you, we’ll include specific instructions on whom to pay and where to send the payment (if you owe taxes). We also provide clear guidance on setting up and managing your QuickBooks information.

In addition… we’re open during normal business hours, Monday-Friday 8 a.m. to 5 p.m., except when we observe most national holidays. Our tax-season hours are extended, and we’ll post them on our CONTACT US page.

Janet O'Toole
Janet O’Toole

CPA, PFS, Partner

207.774.0882, EXT. 20

Janet, a Maine native, is a co-founder of the firm (with former partner Jane Honeck). Janet specializes in tax and financial planning for various small business and individuals and trusts. She’s also active on many local community boards, giving her time and expertise to help with non-profit financial matters.

Joyce Broadwater
Joyce Broadwater

Partner

207.774.0882, EXT. 19

Joyce, another Maine native from Aroostook County, has been with our firm since 1988 and became a shareholder of the firm in 2009. Joyce provides accounting, tax and consulting services to clients specializing in QuickBooks, entity selection, securing capital, retirement plan selection and business start up needs.

Peter Callnan
Peter Callnan

CPA, Partner

207.774.0882, EXT. 12

Peter, a Maine native from Aroostook County, was an audit manager for Brooks & Carter, CPAs before joining our firm in 1992. He became a shareholder of the firm in 1996. He provides tax, financial and estate planning services as well as attest services to individuals, domestic partners and small business owners.

David McLaughlin
David McLaughlin

207.774.0882, EXT. 21

David grew up as a military dependent and came to Maine in 1978. He managed several retail stores before deciding to return to college for accounting. David received both his Associate’s and Bachelor’s Degrees in Accounting from the University of Maine with honors.

David Nicklas
David Nicklas

CPA

207.774.0882, EXT. 30

In the spring of 2016, David will embark on another chapter in his life as he plans to retire. Clients who have been associated with David will be in good hands! Our team is dedicated to making your transition as smooth and pleasant as possible for all your accounting needs.

John Lydon
John Lydon

Practice Manager

207.774.0882, EXT. 28

John, another Maine native living in South Portland, joined Honeck O’Toole in 2010 after graduating from Skidmore College with a BA in Business Management & Economics.  His experience in project management, QuickBooks support & IT problem solving allows him to work directly with our clients to assist in many different types of situations.

Joseph Mendell
Joseph Mendell

207.774.0882, EXT. 18

Joe graduated in 2014 from the University of Southern Maine with a B.S. in Business Administration with a focus on Accounting. He is currently preparing for the CPA exam. He joined Honeck O’Toole in September of 2015 and is a United States Air Force Veteran. Joe currently lives in Portland with his wife and son, Louis.

Kathy DeFilipp
Kathy DeFilipp

207.774.0882, EXT. 10

Kathy is our Front Office Manager, and if you call or email our office for information or to schedule an appointment, Kathy will be standing by to help you. Kathy comes with vast experience in customer service, operations management, quality control, scheduling and reporting. She’s a whiz at Microsoft Office applications as well as social networking.

 

Kelly A. Busby
Kelly A. Busby

J.D., CPA

207-774-0882, EXT. 14

Kelly is an attorney and CPA focusing on trust taxation, business planning and estate planning. She joined us in 2007. She’s a member of the Maine Estate Planning Council.

Maureen Renner

207.774.0882, EXT. 29 Maureen’s creative background aligns nicely with many of our clients. Earning her BA in Theatre from the University of Southern Maine, and MS in Accounting from Southern New Hampshire University, she’s working on her CPA and Certifcates in Taxation and Forensic Accounting. She’s worked in theatre design & management, spent 14 years in private…

Zach Scrutchfield

CPA

207.774.0882, EXT. 15 Asked about his education, Zach said, “I guess I am a cross between a Bulldog and Black Bear (A dog-bear?). I graduated from Portland High and I earned my bachelor’s degree in Business Administration with a concentration in Accounting from the University of Maine.” Zach is a CPA: “I fought the battle…

Each tax season, we also have additional Seasonal Tax Professionals onboard.

If you’d like help with your Federal and/or Maine state tax returns, financial goals or other accounting needs…

Call 207-774-0882 or email us at info@honeckotoole.com