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.”
WHAT YOU CAN EXPECT FROM US
- 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, 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.
Meet Our Partners and Staff
As a Honeck O'Toole client, your financial matters are supported by our entire Portland, Maine team of certified public accountants, financial planners, QuickBooks experts, tax preparers and administrative support professionals - all focused on your complete satisfaction.
Everyone in our firm can help you, but you'll always have a dedicated go-to expert familiar with your specific goals and preferred way of working.
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
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, CPA, Partner
207.774.0882, EXT. 11
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.
Katherine W. Chapin, MBA
207.774.0882, EXT. 18
Katy joined Honeck O'Toole in 2005, bringing us a wealth of work experience.
Her background includes audit, private banking, mutual fund accounting, valuation, and tax work in Boston, San Francisco and Portland.
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.
John Martin, CPA
207-774-0882, EXT. 15
John brings to Honeck O’Toole more than 17 years of experience in corporate finance, executive leadership, venture funding, business planning and taxation along with a solid record of growing profitable companies.
John’s role as a trusted advisor expands into business consulting on such issues as capital infusion, cash management, litigation support, business valuation and profit improvement.
207.774.0882, EXT. 17
Roberta graduated from the University of Vermont with a B.S. in business administration with a concentration in accounting and then moved to Portland, Maine. Roberta previously worked at Honeck O'Toole before retiring in 1991 to welcome a new child. She rejoined the team in 2012 and is thrilled to be back.
Kelly Wilson, Front Desk Supervisor
207.774.0882, EXT. 10
Kelly joined us in the summer of 2005 to assist our Business Manager in managing a variety of administrative functions that keep our firm running smoothly.
Patti Wilson, Business Manager
207.774.0882, EXT. 16
Patti has been a Honeck O'Toole team member twice in her career, with a management stint at Hannaford Bros. Co. in between.
We rely on her amazing organizational skills, especially during tax season.
John Lydon, Information & Project Coordinator
207.774.0882, EXT. 12
John joined us in 2010.
He graduated from Skidmore College in 2008 with a BA in Business Management and Economics.
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 firstname.lastname@example.org