Pelletier, Chase & Associates

AccountingMaine, United States2-10 Employees

Pelletier, Chase & Associates is a Portland, Maine-based accounting firm that offers confidential services across accounting, tax, and financial planning for owners of closely held businesses and their families. The practice provides a comprehensive suite of professional services, including assurances, taxation, financial and business consulting, corporate finance, litigation support, family business advisory, personal wealth management, and trust and estate work. Its clients typically include owner-managed businesses, family enterprises, entrepreneurs, professionals, individuals, and their families, with operations in Maine and the broader New England region. The firm emphasizes ongoing guidance through regular financial updates and year-end planning reports, and it maintains an emphasis on staying current with developments in the profession to inform timely, private business advice. Located in Portland, the firm positions itself within the accounting industry as a small practice serving local and regional clients with a focus on asset accumulation, planning for succession and retirement, elder care, and estate disposition.

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