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, CPA, 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 nonprofit 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, Audit Manager
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 tax preparation fees at year end and can assist in audit preparation. Lori-Anne is involved in community service, serving as Treasurer and Fundraising Manager.
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 Brown, CPA, EA, Senior Accountant
amanda@smithassociatescpa.com
Mrs. Schultz Brown is a Maine Certified Public Accountant and an Enrolled Agent. She earned her Bachelor's of Science in Accounting from Husson College. Amanda has focused much of her career and continuing education on tax preparation and advisory services for individuals, small businesses, and nonprofits as well as nonprofit financial reporting and auditing. Amanda previously held the Treasurer position on Vivid Motion's Board of Directors and is currently a member of the Board of Directors for Poland Spring Academy. She is a member of the American Institute of Certified Public Accountants and the Maine Society of CPAs.
On a Personal Note...
“I enjoy working closely with our nonprofit organizations. I appreciate that the tax, accounting, and governance aspects of nonprofit organizations can be difficult to navigate, so my goal is to provide our clients with a knowledgeable source for answers when a question arises. I have made it a priority to remain informed about issues that affect not only the financial reporting and tax requirements for nonprofit organizations, but also the nonprofit environment as a whole.”
Elizabeth Macha, Office Administrator
elizabeth@smithassociatescpa.com
Mrs. Elizabeth Macha has over 12 years of experience as an Office Administrator. She holds a Bachelor’s Degree in Business Administration from Eastern Connecticut State University. Prior to joining Smith & Associates, she worked as Administrative Assistant for a Performing Arts Magnet High School in Connecticut. Elizabeth possesses a strong background in multiple software applications including specialized financial software.
On a Personal Note:
“My strengths include a strong background in office management and customer service, a substantial breadth of computer and organizational skills and a high standard of professionalism. These strengths are developed through theoretical knowledge learned in pursuit of my degree as well as experience.”
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 nonprofit 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 nonprofit 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 nonprofit 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, nonprofit 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.
