WELCOME TO DAWSON AND SOUTER, LLC
Dawson and Souter, LLC is a full-service accounting firm based in Portland, Maine. We specialize in tax compliance and planning for individuals, small businesses, trusts and estates, and nonprofits. We also perform reviews and compilations of financial statements.
At Dawson and Souter, LLC, we pride ourselves on our client service and attention to detail.
22 Free Street, Suite 303
Portland, ME 04101
INDIVIDUAL TAX COMPLIANCE
Preparation of individual federal, state and local tax returns
Tax planning and advisory services
Multi-state tax returns
Capital gain transactions
IRS audits, appeals and responses
BUSINESS TAX COMPLIANCE
Preparation of federal and state tax returns for corporations, partnerships, and tax-exempt organizations
Assistance with business entity selection
Transaction planning for sale or acquisition of business
Tax and financial projections
Cash flow analysis
ACCOUNTING AND BOOKKEEPING
Bookkeeping assistance on a monthly, quarterly, or annual basis
QuickBooks training and set up
ASSURANCE AND CONSULTING
Reviews and compilations of financial statements for small businesses and nonprofits
Preparation of internal use financial statements
TRUST AND ESTATE TAX COMPLIANCE
Preparation of trust and estate tax returns
Income tax and estate tax planning for individuals, families and trusts
MEET THE TEAM
RYAN W. DAWSON, CPA
Ryan is a graduate of the University of Maine, summa cum laude, where he majored in accounting and finance. He began his public accounting career in 2011 with Dawson, Smith, Purvis and Bassett, PA, located in Portland, Maine, which later merged with a national firm.
Ryan specializes in tax compliance and planning for individuals, small businesses, trusts and estates and nonprofits. He also performs reviews and compilations of financial statements.
He is a Certified Public Accountant, and is a member of the AICPA, Maine Society of CPAs, and Maine Estate Planning Council.
Ryan lives in Cumberland, Maine with his wife, Kelsey and son, Parker. In his free time, he enjoys golfing and hiking, as well as many other outdoor activities.
WILLIAM H. SOUTER, CPA, MST
Bill is a graduate of the University of Southern Maine, where he majored in accounting, and a graduate of Thomas College, where he received a Master’s Degree in Taxation. He began his public accounting career in 1996 with Dawson, Smith, Purvis and Bassett, P.A., located in Portland, Maine, which later merged with a national firm.
Bill’s area of concentration is tax compliance and planning for individuals, privately-owned businesses, trusts, estates and nonprofit organizations. He also performs reviews and compilations of financial statements.
He is a Certified Public Accountant and is a member of the American Institute of Certified Public Accountants and Maine Society of CPAs. He is the current Treasurer and Board Member of the Saco Bay Rotary Club and Carlisle Charitable Foundation.
Bill lives in Old Orchard Beach with his wife, Jessie and son, Ethan. He also has two older sons, Tyler and Tanner. In his free time, he enjoys golfing and bowling, and is an avid New England sports fan.