About Us
We care about you.
We are not just a vendor or a resource and we don’t just go through the motions. We are your tax partner. We ask the questions and we really want what’s best for you and to save you money, short and long-term. We care about your present and your future and we get to know you and what you’re wanting for your future so we can work together to make that happen. We are your tax partners, not just a vendor or calculator.
We really know taxes.
Taxes are our only business and so our knowledge of the tax laws is superior to most partners you could work with. We make it our job to study and know taxes to the best of our ability so that you benefit most. This means we will know the best way to save you money, but it also means that we will understand all of your options.
We really get to know you and understand your situation and your needs.
And we provide you with new solutions and new ways of saving money.
We take our role as your tax partner very seriously.
We treat every tax situation and return as if it is our own.
We aren’t in this for the money.
We genuinely care about people and we want to help. And we happen to be really good with numbers and specifically with taxes, so this is the way that we can help others. We treat our clients as if they are an extension of our family and we will be with you through difficult times and through celebration of reaching your goals.
You work directly with us.
There are no other people in our office that your work will get passed off to. We will take care of you personally and that is important to us.
We love what we do.
We know that taxes are stressful and confusing for most people, but we love what we do. We especially love that we help our client to achieve financial success and freedom. We want them to feel confident that they are making the best financial decisions, and saving money wherever they can.
We are here to help, and we love helping!
We are a group of family-oriented, value-driven and hard-working tax preparers with combined 25 years of experience. We believe that people matter more than money or things and we run our business accordingly.
Shannon Jackson
Shannon Jackson has been preparing taxes since 2003. He has always loved numbers, even multiplying the numbers on license plates as a child. He is drawn by his ability to help people through his gift with numbers. He values his family above all else, working with his Dad and working out of his home, for the benefits of his business and his clients, as well as to stay close to his wife and daughter. He is deeply committed to having a supportive and caring business and to helping his clients to save money and have the savings, success and lives they desire.
Stacy Merrill
Stacy Merrill has been preparing taxes since 2019. She previously worked at H & R Block preparing taxes. This year she will be shifting her efforts to working on doing more bookkeeping. If you are interested in her providing bookkeeping, feel free to reach us so we can provide her contact information.
Stephen Jackson
Stephen Jackson worked with his son, Shannon, in their office in Gray and continued to work with him as he moved up to New Gloucester in 2018 . He came on board as the business began to grow and after he retired from 27 years with the United States Postal Service. He assisted in handling the many phones calls, client appointments and running the business. Stephen was also very family-oriented and loved spending time with Shannon and his family and was proud to be helping Shannon run a successful business. Sadly, he was diagnosed on January 4th of 2023 with stage 4 cholangial carcinoma, a rare form of gallbladder cancer. He fought as hard as he could, but passed away peacefully at home on June 24th of 2023. I would never be where I am today if it wasn’t for his love, care, patience and continuous guidance. He touched many lives and we really miss him.
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“We were with our last accountant for 20 years and changing over was a big decision. Friends referred us to Shannon and we’re so glad they did. Shannon is both informative & knowledgeable saving us money in numerous ways. He has good advice and a thorough analysis & understanding of our two businesses. Shannon is always available for questions. Highly recommend!”
– S-Corp Tax Returns, Individual Tax Return and Estate Tax Return Client