Morin Sandra A Ea

Welcome to our financial and accounting firm, where we are dedicated to assisting individuals and small businesses in achieving their financial goals. Based in Bradley, Maine, our team is led by Sandra Morin, EA, a seasoned financial and accounting professional with a wealth of experience in the industry.

We understand that each individual and small business has unique financial needs, whether it is saving for retirement, college savings, tax planning, or estate strategy. Our personalized service focuses on your specific requirements, taking into account your needs, wants, and financial goals and objectives. Our professionals have years of experience in accounting, tax, and financial services, enabling us to provide expert guidance and support to help you address your financial needs, both today and for many years to come.

At our firm, we prioritize building long-lasting relationships with our clients, and we are committed to working with you through all stages of your life. We look forward to helping you achieve your financial aspirations, so please do not hesitate to contact us at 207.827.0408.

Our Services

*Individual Services*

We offer a range of services tailored to individuals, including:

• Retirement planning: We help you plan for your retirement by identifying the right retirement accounts and investment strategies to meet your financial goals.
• Tax planning: We provide expert advice on tax planning strategies to help minimize your tax liability and ensure compliance with tax regulations.
• Estate planning: We help you plan for the distribution of your assets after your death, ensuring that your wishes are carried out and your beneficiaries are protected.
• Investment management: We provide investment management services to help you grow and protect your wealth, offering a range of investment options tailored to your risk tolerance and financial goals.

*Small Business Services*

Our firm also offers a range of services tailored to small businesses, including:

• Accounting and bookkeeping: We provide comprehensive accounting and bookkeeping services, ensuring accurate financial records and compliance with tax regulations.
• Payroll services: We offer payroll services to help manage your employees' payroll, ensuring timely and accurate payments and compliance with tax regulations.
• Tax planning: We provide expert tax planning advice for small businesses, helping minimize your tax liability and ensuring compliance with tax regulations.
• Retirement planning: We help small business owners plan for their retirement, identifying the right retirement accounts and investment strategies to meet their financial goals.

Helpful Content

We are committed to providing our clients with helpful content to support their financial literacy and decision-making. Our resources include:

• Articles: We provide a range of articles on various financial topics, including saving, investing, retirement planning, and tax planning.
• Calculators: We offer a range of calculators to help you estimate various financial scenarios, including capital gains tax, estate tax, and mortgage refinancing.
• Videos: We provide educational videos on various financial topics, including retirement planning, gun ownership and homeowners insurance, and the Federal Reserve.