Kelley Tax & Financial

Kelley Tax & Financial Kelley Tax & Financial provides wealth management and tax preparation services to individuals and small businesses.

04/15/2026

The office will be closed from April 16th - April 26th and will reopen on Monday, April 27th. Thank you for another wonderful tax season!

Final Four Financial Habits 🏆💡We're down to the Final Four, and it's time to focus on the habits that help you keep that...
04/02/2026

Final Four Financial Habits 🏆💡

We're down to the Final Four, and it's time to focus on the habits that help you keep that Champion’s Mindset. Consistent saving, continuous learning, disciplined investing, and proactive financial reviews are the cornerstones of success. Just like the teams on the court, it's about dedication and ex*****on. Are you ready to take your financial game to the championship level?

The MVPs of Financial Success 🍀💼As the tournament heats up, we're heading into the Sweet Sixteen. In finance, your core ...
03/23/2026

The MVPs of Financial Success 🍀💼

As the tournament heats up, we're heading into the Sweet Sixteen. In finance, your core strategies are a key part of your game! From research to a coordinated approach, these strategies are your most valuable players. Which financial play is your go-to?

College Basketball season has arrived 🏀And just like in basketball, financial professionals know the importance of strat...
03/16/2026

College Basketball season has arrived 🏀

And just like in basketball, financial professionals know the importance of strategy and precision. As we dive into the frenzy of the tournament, let's remember the key plays in finance: base your strategy on your risk tolerance, goals, and time horizon. Stay tuned for more insights on how to make every financial decision a slam dunk!

Helping you navigate the complexities of the tax code and keep more of the money you’ve earned is incredibly rewarding, ...
03/10/2026

Helping you navigate the complexities of the tax code and keep more of the money you’ve earned is incredibly rewarding, but there may be more we can plan together. Besides taxes, we can discuss additional financial guidance to help sketch out future plans and ultimately, pursue your goals.

As long as you are earning income, you can contribute to a Roth IRA. And your potential earnings grow tax-free! ...
03/06/2026

As long as you are earning income, you can contribute to a Roth IRA. And your potential earnings grow tax-free!

If you're over 50, you can contribute more to your Roth IRA. This gives you another way to potentially earn tax-free mon...
03/02/2026

If you're over 50, you can contribute more to your Roth IRA. This gives you another way to potentially earn tax-free money on your contributions.

If you meet certain requirements, you're able to withdraw your potential earnings from the account both penalty-free and...
02/26/2026

If you meet certain requirements, you're able to withdraw your potential earnings from the account both penalty-free and tax-free, and before the account is 5 years old.

02/23/2026

The office will be closing at noon today. Be safe!

Your contributions to a Roth IRA can grow tax-free. Potential growth on your investment is tax-free. ...
02/22/2026

Your contributions to a Roth IRA can grow tax-free. Potential growth on your investment is tax-free.

Because money that goes into a Roth IRA is after tax, you've already paid the necessary taxes and can withdraw your cont...
02/18/2026

Because money that goes into a Roth IRA is after tax, you've already paid the necessary taxes and can withdraw your contributions tax-free as well.

Address

1 Cumberland Place, Suite 104
Bangor, ME
04401

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm

Telephone

(207)9222525

Website

Alerts

Be the first to know and let us send you an email when Kelley Tax & Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kelley Tax & Financial:

Shortcuts

Share

Category