About Our Firm
The firm and all assigned key professional staff are properly licensed to practice in the States of Maine, New Hampshire and Florida. All individuals have met or exceed the continuing professional education requirements established by the American Institute of Certified Public Accountants and the Maine Board of Accountancy and have complied with Government Auditing Standards contained in the yellow book for financial and compliance audits.
At Smith & Associates we strive to be personable, knowledgeable and responsive to you!
We, at Smith & Associates, CPAs are committed to providing our clients with exceptional Customer Service, Quality and Integrity.
Our definition of Customer Service is to constantly exceed our clients expectations. We focus on direct involvement and personal interaction with clients on all levels and we're always accessible and responsive to their needs.
Our commitment to Quality is seen in our level of professionalism and in the timeliness and accuracy of our work, including work paper preparation, financial statement preparation, income tax preparation, small business services and other related accounting services.
Our Integrity as professionals is continually tested with access to clients' financial information throughout our communities. Therefore, one of the most important characteristics is that of integrity and confidentiality of client information. That is a trust, which must never be broken.
Wayne C. Smith, Principal - wayne @smithassociatescpa.com
Mr. Smith attended the University of Miami in Coral Gables, Florida and graduated from the University of Maine with distinction. He holds a Masters Degree in Business Administration from the University of Southern Maine and a Master of Science in Taxation from the Washington School of Law. Wayne is a Certified Public Accountant, a member of the American Institute of Certified Public Accountants, Florida Institute of CPAs and the Maine Society of CPAs. Mr. Smith has qualified as a Peer Reviewer under the AICPA Practice Monitoring Program for firms without SEC clients. He has also served as director of several non-profit boards. He has had more than 35 years experience in the practice of public accounting, including work with an international accounting firm. Wayne enjoys sailing, skiing and motorcycling with his wife, Michele, family and friends during his time away from the office.
On a Personal Note...
"I enjoy working with new business owners in Maine and Florida to help them become successful by unraveling the complexities of being self-employed. One of my friends began working for minimum wage in a manufacturing environment. He became a client of Smith & Associates and now owns and manages a very successful web-based business, grossing over $1,000,000 per year. He had a vision, and I was pleased to be a part of his success."
Lori-Anne Wilson, Senior Auditor - lorianne@smithassociatescpa.com
Ms. Wilson holds a Bachelors Degree in Business Administration from the University of Southern Maine with a Major in Accounting. Lori-Anne has experience as Financial Director of a large nonprofit organization in Greater Portland and has previously established and managed her own business. Lori-Anne brings valuable experience in financial auditing of the nonprofit and municipal sectors. As a Certified QuickBooks Advisor, Lori-Anne works closely with our small business clients assisting with financial reporting and other bookkeeping needs. Lori-Anne can help to minimize the clients tax preparation fees at year end and can assist in audit preparation. Lori-Anne is involved in community service, currently serving as Treasurer and Fundraising Manager for her son's hockey club.
On a Personal Note...
"I enjoy getting to know our clients and consulting with them on an ongoing basis. It is very rewarding when I see a client on a monthly check-in at their location and see the progress that has been made since my last visit. I like to monitor their trial balance periodically, and offer suggestions for improvements, whether it's through email, over the telephone, or one-on-one."
Amanda J. Schultz, Staff Accountant - amanda@smithassociatescpa.com
Amanda joined the firm in January 2006 as an intern from Northeastern University in Boston. Since then, she has earned her Bachelor's Degree in Accounting from Husson College and passed the Special Enrollment Examination. As an enrolled agent, she has earned the privilege of representing taxpayers before the Internal Revenue Service. Amanda is a student member of the American Institute of Certified Public Accountants and the Maine Society of CPAs.
In addition to her professional development, she participates in a number of activities with her family and in the community. She, Damion, her son, and Micah, her husband, enjoy attending performances of dance, music and plays. She frequently performs on dance productions for Vivid Motion.
On a Personal Note...
"I have worked closely with many of our non-profit organizations. As financial administrators of nonprofit organizations know, the tax and accounting aspects of the nonprofit sector can be difficult to navigate. Additionally, the goal of the nonprofit organization is to achieve their mission often times with limited resources. I have geared much of my continuing education and professional background to focus on this type of business sector. In connection with the financial aspects of nonprofits, the governance of these entities is paramount to their success. Keeping informed about issues that affect nonprofit boards is another key professional goal for me."
Kathleen A. MacDougall, Office Administrator - kathy@smithassociatescpa.com
Kathy brings over 25 years of experience to Smith & Associates. Kathy provides administrative support to the Company's associates while maintaining and attending to the day-to-day activities of the office. Kathy is proficient in Windows XP/Windows Vista, PowerPoint, Word, Excel, Access, Publisher, Outlook and knowledgeable in ATB, QuickBooks and Quicken. She has worked in Marketing, Sales, Human Resources and Trust Services. Prior to joining Smith & Associates, Kathy worked for State Street Corporation in Boston. She also owned her own business and worked as a consultant for a number of small businesses. Kathy received excellence and productivity awards during her careers with Avery and Newell Corporations. Kathy currently resides in Yarmouth with her family.
On a Personal Note...
"I enjoy project work, problem solving, productivity enhancement and supporting our Associates along with our Clients. I also enjoy lending a helping hand... a client was recovering from heart surgery and could not come to the office to review and sign his tax return, so I offered to go to his house. He very much appreciated it and we got his paperwork signed and processed! This type of one-on-one service with our clients is very rewarding and here at Smith & Associates we take pride in that!"
Carol A. Jones, CPA
Mrs. Jones attended St. Joseph's College in Windham, Maine where she majored in Accounting and earned a Bachelors Degree in Business Administration, Magna cum Laude. Carol is a Certified Public Accountant and has fourteen years experience in private and public accounting, including seven years as an independent business owner providing accounting and tax preparation services to small businesses, individuals, and non profit organizations throughout Southern Maine and New Hampshire. Carol is a member of the American Institute of Certified Public Accountants.
Robert O. Graves, CPA
Mr. Graves serves as President of The Tax Resource Group, and has been doing tax research extensively since 1979. After earning an MACC/Tax at the University of Georgia, Mr. Graves devoted the next 29 years to the practice of taxation at large and small CPA firms. This experience included seven years with Price Waterhouse where he achieved the position of Senior Tax Manager. While serving as tax manager of a local CPA firm, Mr. Graves discovered that there was nowhere to turn when he needed help with a tax technical issue or access to more technical resources. In 1992, he founded The Tax Resource Group to meet that unfulfilled need.
Rebecca L. Toole, MBA
Ms. Toole is a graduate of Florida Gulf Coast University with a bachelor's degree in Human Resource Management and a master's degree in Marketing. She has seven years of experience in the non-profit sector and has served as a member of an advisory board for Hodges University. Ms. Toole is a member of the Society for Human Resource Management and holds a Professional in Human Resources (P.H.R.) certification.
Peter J. Hall, CPA
Mr. Hall is a graduate of Amherst College with a degree in Economics (Magna cum Laude, Phi Beta Kappa) and has also studied at the University of Southern Maine as well as the Harvard Graduate School of Business Administration Executive Education Program. He is a member of the Maine society of Certified Public Accountants. Mr. Hall has also served several local non-profit organizations in various capacities, including director and treasurer. He is a Certified Public Accountant and has over 13 years experience in private and public accounting including serving as controller for Safe Handling, Inc., one of the fastest growing companies in the United States.
Sheri L. Morrison, CPA
Mrs. Morrison, A Certified Public Accountant, is a graduate of Utah State University. She has seventeen years of experience in public accounting including serving as a senior manager in the auditing department of KMPG Peat Marwick. Sheri has extensive experience in the fields of financial reporting, data processing, non-profit accounting as well as A-133 and MAAP experience. She has served as a volunteer for both the York County YWCA and Center for Community Dental Health in Portland.
Charles F. Dresser, Internship
Charles is a 2008 Graduate of Gorham High School. Currently, Charles is a Sophomore at Bryant University majoring in Accounting and will be traveling to China on a college sponsored trip. He enjoys baseball and golf. Mr. Dresser has been an intern at Smith & Associates for two summers.
