Image by Russ Ward

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 

(207) 613-3700

 

OUR SERVICES

Calculator

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

  • Succession planning 

  • Tax and financial projections 

  • Cash flow analysis 

Image by Marten Bjork
Men with Calculator

ACCOUNTING AND BOOKKEEPING

  • Bookkeeping assistance on a monthly, quarterly, or annual basis

  • QuickBooks training and set up

  • 1099 preparation

ASSURANCE AND CONSULTING

  • Reviews and compilations of financial statements for small businesses and nonprofits 

  • Preparation of internal use financial statements

Businessman
Image by Dose Media

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 photo 1.3.jpg

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.

Bill photo.jpg
 

CONTACT US

Thanks for submitting!