The Swanson Group LLC

05/26/2026

☀️ Summer Hours ☀️

Our Westbrook and North Conway offices will be closed on Fridays from June 19 to August 14. Please keep this in mind when scheduling your visits to either offices, we appreciate you!

05/23/2026

Our office will be closed Monday May 25th for Memorial Day. Thank you to all who have served. ❤

05/14/2026

Yesterday, a group of women from our Westbrook office attended the Mainebiz Women’s Leadership Forum on Rising With Intention, and it was truly an energizing experience. Hearing directly from such a dynamic panel of women leaders — each with their own journey, challenges, and wisdom — sparked meaningful conversations we won't forget. We’re grateful for opportunities that bring our community together and help us grow, thank you Mainebiz!❤

04/28/2026

Busy season is officially behind us, so we’re celebrating with a long‑overdue photo dump from the past few months!

We kicked off 2026 with our Annual Company Retreat, bringing together our Westbrook and North Conway teams for an afternoon focused on goal‑setting, personal growth, and planning for a strong year ahead. We wrapped up the day at the Sebago Tasting Room with great food, drinks, dancing, and our pre–tax season celebration.

During busy season, we make it a priority to pause, share a meal, and reconnect. For Mardi Gras, our Westbrook office hosted its own celebration—complete with homemade King Cake, gumbo, jambalaya, and plenty of beads. Kathy found the baby in the cake, which means a year of good luck. Congrats, Kathy!

March brought birthday celebrations and some bunny‑themed team games, and Alex and Andy proved egg‑ceptional by winning the Easter baskets!

Tabitha and Shawn also headed up to North Conway for the MWV Chamber Business Expo, connecting with local businesses, sharing our services, and raffling off some great prizes.

And finally, the Friday after Tax Day, our Westbrook team celebrated across the street at Fajita Grill. Our team worked incredibly hard to get as many returns out the door as possible, and we couldn’t be more proud of their dedication to TSG.

Here’s to teamwork, growth, and a fantastic start to the rest of 2026.

02/09/2026

We're so excited for this year's New England Graduate Accounting Studies Conference (NEGASC) to be in Bar Harbor! Our team always has a great time attending the courses & getting to connect with other accounting professionals in New England! Counting down the days until June!🌊🦞

Get CPE with a view! 🌊

is heading to Bar Harbor, Maine this June — and early bird tickets are now available!
✔️ Up to 20 CPE credits
✔️ Industry panels & breakouts
✔️ Networking + signature NEGASC events (did someone say Steak & Lobster Bake?🦞)

📅 June 16th–19th

📣 Stay tuned for speaker highlights and conference announcements:
🔗 LinkedIn: linkedin.com/company/negasc
🔗 Facebook: facebook.com/NEGASC
🔗 Instagram: instagram.com/NEGASC_

Get your tickets: https://negasc_2026.eventbee.com/
👉 Full details at NEGASC.org

02/09/2026

Have you secured your spot yet? 👀Email [email protected] to save your seat!

The way you exit your business matters as much as how you built it 💼.

Our Lunch & Learn series continues with a session focused on ESOPs as an exit strategy for owners looking to unlock value without giving up control🔓💰.

Employee Stock Ownership Plans (ESOPs) allow owners to:

✔ Sell at full and fair market value, often tax-free
✔ Eliminate capital gains through Section 1042
✔ Position the company to become federal and state income tax-free
✔ Maintain operational control
✔ Preserve the culture and independence they’ve worked hard to build
✔ Reward employees and management teams

Join us Wednesday, February 11 at 12 PM for this Lunch & Learn, “Unlocking Liquidity and Legacy: How ESOPs Maximize Value for Business Owners” 🍽️🧠. We’ll explore:

➡ How ESOPs function as a succession and liquidity tool
➡ How they compare to third-party sales
➡ Which companies are best positioned for ESOP transactions
➡ Key tax advantages when structured properly

The session will be led by Ted Lape, Partner at Lazear, Certified Exit Planning Advisor, and nationally recognized ESOP speaker. With over 25 years of experience in commercial lending, private equity, and capital structuring, Ted has helped fund over $5 billion in capital and guides owners through every stage of the ESOP process with clarity and confidence 📚🏆.

If you’re thinking about your exit but want to protect your legacy, this is a conversation you won’t want to miss.

📩 To register, email [email protected] to claim your spot.

02/03/2026

The way you exit your business matters as much as how you built it 💼.

Our Lunch & Learn series continues with a session focused on ESOPs as an exit strategy for owners looking to unlock value without giving up control🔓💰.

Employee Stock Ownership Plans (ESOPs) allow owners to:

✔ Sell at full and fair market value, often tax-free
✔ Eliminate capital gains through Section 1042
✔ Position the company to become federal and state income tax-free
✔ Maintain operational control
✔ Preserve the culture and independence they’ve worked hard to build
✔ Reward employees and management teams

Join us Wednesday, February 11 at 12 PM for this Lunch & Learn, “Unlocking Liquidity and Legacy: How ESOPs Maximize Value for Business Owners” 🍽️🧠. We’ll explore:

➡ How ESOPs function as a succession and liquidity tool
➡ How they compare to third-party sales
➡ Which companies are best positioned for ESOP transactions
➡ Key tax advantages when structured properly

The session will be led by Ted Lape, Partner at Lazear, Certified Exit Planning Advisor, and nationally recognized ESOP speaker. With over 25 years of experience in commercial lending, private equity, and capital structuring, Ted has helped fund over $5 billion in capital and guides owners through every stage of the ESOP process with clarity and confidence 📚🏆.

If you’re thinking about your exit but want to protect your legacy, this is a conversation you won’t want to miss.

📩 To register, email [email protected] to claim your spot.

01/23/2026

Our office will be closing early tomorrow, January 23rd, at 10:30 for our annual company retreat! 🌱 If you still need to drop off any documents, you can put them in our secure drop box behind our building. We are sorry for any inconvenience. 💙

01/01/2026

Happy New Year from all of us here at TSG! 🎉 We’re so excited for what’s ahead in 2026 and can’t wait to continue working with you. 🌱

12/23/2025

The team here at TSG is wishing you all a happy holiday season! Here are our hours for the remainder of 2025. ❤