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Avalon Advisory Group

5.0 (1 review)
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Services - Avalon Advisory Group

Accountants

Bookkeepers

Current year tax preparation and filing

3 More Services

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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6 years ago

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JD Stewart Financial

JD Stewart Financial

(5 reviews)

I will not go anywhere else for Tax and financial advice but JD Stewart. Jon and his team provide…read morefast, thorough, courteous service at an affordable price. Complicated taxes? No problem! Jon and his team can take care of them and work with you to optimize your return. Jon was also instrumental in helping me acquire a mortgage for our current home 11 years ago. It was a smooth process that was helped by their efforts. I also have consulted Jon regarding investments and annuities for short and long term. I am very pleased with the results from Jon's guidance. There is no one I trust more with my taxes and finances than Jon and his team!

For the second year in a row I've been so pleased with the service provided by Renee Huot and Chris…read moreat JD Stewart. Last year, Renee was (I think?) just starting, and I appreciated the fact that Chris and she helped to pull it all together. I had an issue with the return last year, and when I contacted Renee she quickly took care of it. I don't expect people to be totally w/out errors, cuz, humans! But I am also so very glad that when I asked about it; it was taken care of. Service recovery is so important. I also appreciate the value provided, I had previously had a ginormous firm taking care of taxes (it was in Oregon) and I always felt like a peon - and it wasn't fun. That doesn't happen here and I love the fact that it is not only valuable, it is Maine-based. Love it.

Avalon Advisory Group - taxservices - Updated May 2026

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