Pelletier, Chase & Associates

Pelletier Chase Associates provides confidential accounting, tax, and financial planning services to owners of closely-held business enterprises and their families. We are located in Portland, Maine. Our clients have operations in Maine and the surrounding New England states. We offer a full range of accounting and professional services including assurances, taxation, financial and business consulting, corporate finance, litigation support, family business consulting, personal wealth management, and trust and estate services. The firm helps clients accumulate assets and plan for business succession, retirement, elder care, and estate disposition. Our clients include owner-managed businesses, family enterprises, entrepreneurs, professionals, individuals and their families. We have helped many clients throughout Maine and the surrounding states successfully operate and expand their businesses, increase profits, and minimize taxes. We provide periodic financial and accounting newsletters, timely taxation updates, and annual year-end planning reports. At Pelletier, Chase & Associates, we stay on top of the latest developments in our profession in order to provide you with timely, confidential business advice.