For two years in a row while using Leonardo Associates I found myself owing the IRS over 9K each…read moreyear. After I suggested I switch to an S Corp Jeff agreed that would be helpful. Each time I voiced my concern that he wasn't really helping me plan and that I did NOT feel my taxes were being handled correctly Jeff responded that more review costs more money even though I was already paying between 900 and 1,200 annually. Not happy at all!

I have done business with Jeff Leonardo for over 10 years. He does a fantastic job and is simply…read moreahead of the curve when it comes to tax strategy and accounting. I own a mortgage company and work with several clients who use him as well. Everyone has been thrilled with Leonardo & Co. Highly recommend!

Heather is friendly and professional. She helped us organize our 2025 finances for our two rental…read moreproperties do we had clear fincial records to give our tax preparer. She is now handling our monthly bookkeeping.

Lisa was very thorough and professional in handling our estate questions and her fee was very…read morereasonable.

Great experience with Tiffany Bond. Professional, efficient, and got the job done. Highly recommend.read more

Tiffany was completely unprepared for our case and all over the place and was a disorganized mess…read more I will not go into detail but I would suggest anyone considering hiring her to review her cases and outcomes before doing so. And yes, I have the right attorney.

Smoothest transaction ever!!!! This was the best closing I…read moreever had as an experienced homeowner. The folks at CH McLaughlin Title we're professional and answered all my questions. Couldn't have been more knowledgeable or friendly.

My refi could not have gone more smoothly. Charles was professional and answered all of my…read morequestions. Very smooth transaction and as an experienced homeowner I thought it was a very nice and efficient closing process.

As an IT person I have worked with many accountants in Bath, Brunswick, and Portland. What I have…read moreseen (as I keep computers, services, and security working for multiple firms is that John Woollacott Accounting has the highest client retention, the best value for $ spent of any accounting firm, and they primarily work by referral. The office is informal. The accountants are "laid back" in terms of personality, and they have a focus on extremely accurate tax preparation which is to say they maximize legally deductible expenses, but only to the point where red flags are not raised by the IRS. I highly recommend them, especially for small to medium business which is a specialty of theirs.

Thanks to Bob Langworthy and the outstanding Team at Management Accounting for doing their usual…read moresuperb job on our taxes again this year.  Almost takes the sting out of paying taxes. ALMOST!  Professional, knowledgeable, friendly and helpful.

Meeting with Jason for a financial coaching session was helpful and greatly encouraging. He helped…read moreus look at our big picture and form a vision for our future. Good for our marriage and fun too.

We were so grateful to work with public adjuster John Bonfiglioli when our home burned down and we…read morewere in a highly stressful situation. John took charge of the entire process, making calls and sending correspondence to the necessary parties several times a day. At the same time, he provided us with emotional support, reassuring us that everything would turn out fine. It was solely thanks to John that we were able to complete the work in record time and achieve an excellent result. I strongly recommend that everyone work with John Bonfiglioli.

We heard about this firm because of a recent problem we were having with a homeowner's insurance…read moreclaim. Our house was significantly damaged because of a recent water leak due to frozen pipes. This happened during the recent wicked cold winter of this year. Our claim estimate was very poorly done by the insurance company--many omissions and big mistakes on the budget to get our house restored. The insurance company and the independent adjuster (who really wasn't independent at all!) were really giving us the runaround, throwing up big roadblocks, treating us poorly, and we were stuck in the middle. Who needs that, especially when you pay top dollar for your insurance premiums? Work wasn't getting done, we didn't have the needed funding to fix our home in the Portland area (out on an island), and the frustrations were mounting. I was getting so angry that our dogs would hide outside every time I would pick up the phone and speak to a contractor or someone from the insurance company. I emailed John Bonfiglioli at AMPA and he actually called me right back! Right off the bat I could tell this man knew what he was doing and he zeroed right in on the problems. He volunteered a bit of his time (who does that these days?) just to help me understand the dynamics of how individuals and professional business owners get taken advantage of by their insurance companies. His advice was simply excellent. He outlined a plan to help me get things on track and I felt so much better. It was certainly clear to me that if an individual or professional business has a problem with a claim, especially because the estimate produced by the insurance company is not accurate, John can step in and really do the work you might need so that the insurance company will step up to the plate and make your claim right. I was never actually aware of what personal adjusters do and now I know how valuable they can be. My experience with this company so far is that they are dedicated to helping you turn over every stone that needs to be turned over to ensure that you are treated fairly and that your claim is payed out properly. This is the best kind of advocate to have. Thanks John for doing what you do!