Portland,
Maine
Local accounting & tax services
Archer Lewis Portland
400 Congress St, 4th Floor, Portland, Maine, 04101
Phone
207-805-0000Hours
Mon–Fri: 9AM–5PM
Overview
About our office
Greater Portland is one of the most economically diverse markets in New England: hospitality, healthcare, maritime industries, and a creative economy that keeps growing. Walker, Katie, Peter, Kelly, Kirk, and Jim built this practice to reflect that range. Six principals means you're likely to find someone on this team who's already worked with a business like yours, and that's not an accident.
Meet the team
Meet our team
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Walker Matthews CPA
Principal
Walker began his tax career at a large regional accounting firm in 2011, as an associate working in both the tax and audit groups. After his initial year there, he decided to focus his practice solely on tax and was quickly assigned some of the largest and most complex corporate clients in the firm. Walker earned his CPA designation in the fall of 2014. Walker is a co-founder of Dufour Tax Group, LLC, and focuses his practice on tax planning and compliance for our business clients. Walker received his B.A. in History and Classics, magna cum laude, in 2008 from Williams College, where he also served on an advisory board for faculty hiring and taught swing dancing with his wife, Allie. He received his certificate degree in Accounting from the University of Southern Maine in 2012.
Walker Matthews CPA
Principal
Walker began his tax career at a large regional accounting firm in 2011, as an associate working in both the tax and audit groups. After his initial year there, he decided to focus his practice solely on tax and was quickly assigned some of the largest and most complex corporate clients in the firm. Walker earned his CPA designation in the fall of 2014. Walker is a co-founder of Dufour Tax Group, LLC, and focuses his practice on tax planning and compliance for our business clients. Walker received his B.A. in History and Classics, magna cum laude, in 2008 from Williams College, where he also served on an advisory board for faculty hiring and taught swing dancing with his wife, Allie. He received his certificate degree in Accounting from the University of Southern Maine in 2012.
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Katie Palmer
Principal
Katie joined the team in 2017, facilitating in the expansion of our firm by assisting with the firm’s administrative and accounting functions. She assists in the development and implementation of firm policies and procedures; manages and oversees the administration of HR policies, programs and practices within the firm; she maintains accounts payable, receivables and billing. Katie can schedule you an appointment, help you access your tax documents and assist in getting any questions that you may have answered. She is always happy and available to help clients with anything they may need, ensuring that your needs are met as quickly as possible.
Katie Palmer
Principal
Katie joined the team in 2017, facilitating in the expansion of our firm by assisting with the firm’s administrative and accounting functions. She assists in the development and implementation of firm policies and procedures; manages and oversees the administration of HR policies, programs and practices within the firm; she maintains accounts payable, receivables and billing. Katie can schedule you an appointment, help you access your tax documents and assist in getting any questions that you may have answered. She is always happy and available to help clients with anything they may need, ensuring that your needs are met as quickly as possible.
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Peter Dufour JD, MBA, CPA
Principal
With more than 25 years of experience, Pete blends legal and accounting expertise to provide clients with fully integrated tax planning, compliance, and strategic advisory services. His dual credentials allow him to approach tax matters from both a technical accounting perspective and a legal, transaction-driven standpoint, resulting in comprehensive, forward-thinking solutions for complex situations. Pete is known for his ability to navigate sophisticated tax matters while delivering clear, practical guidance tailored to each client's goals. Pete focuses his practice on individual tax planning and compliance, as well as advisory and compliance services for small to medium-sized businesses and startups across a broad array of industries. He works closely with clients throughout the year to help them understand the tax implications of key business decisions, optimize their tax positions, and navigate an increasingly complex regulatory landscape.
Peter Dufour JD, MBA, CPA
Principal
With more than 25 years of experience, Pete blends legal and accounting expertise to provide clients with fully integrated tax planning, compliance, and strategic advisory services. His dual credentials allow him to approach tax matters from both a technical accounting perspective and a legal, transaction-driven standpoint, resulting in comprehensive, forward-thinking solutions for complex situations. Pete is known for his ability to navigate sophisticated tax matters while delivering clear, practical guidance tailored to each client's goals. Pete focuses his practice on individual tax planning and compliance, as well as advisory and compliance services for small to medium-sized businesses and startups across a broad array of industries. He works closely with clients throughout the year to help them understand the tax implications of key business decisions, optimize their tax positions, and navigate an increasingly complex regulatory landscape.
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Kelly Dufour
Principal
Kelly began her career in accounting at Verrill Dana, LLP, where she worked for many years on a variety of corporate and payroll-related matters. Kelly also has extensive experience in event management for non-profits, having managed one of the area’s premier charity auctions for many years (and raising well over six figures during her tenure) as well as many other charitable fundraising and social events. Kelly is a co-founder of Dufour Tax Group, LLC, overseeing and managing all aspects of the firm’s administrative and accounting functions. She focuses her tax practice on tax planning and compliance for individuals.
Kelly Dufour
Principal
Kelly began her career in accounting at Verrill Dana, LLP, where she worked for many years on a variety of corporate and payroll-related matters. Kelly also has extensive experience in event management for non-profits, having managed one of the area’s premier charity auctions for many years (and raising well over six figures during her tenure) as well as many other charitable fundraising and social events. Kelly is a co-founder of Dufour Tax Group, LLC, overseeing and managing all aspects of the firm’s administrative and accounting functions. She focuses her tax practice on tax planning and compliance for individuals.
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Kirk Purvis
Kirk Purvis has over 25 years of experience in public accounting. He specializes in individual and small to mid-size business accounting and tax. Kirk has extensive experience with S corporations and LLCs in various industries. He works closely with his clients to develop a strong and lasting relationship to be able to best meet their accounting and tax needs.
Kirk Purvis
Kirk Purvis has over 25 years of experience in public accounting. He specializes in individual and small to mid-size business accounting and tax. Kirk has extensive experience with S corporations and LLCs in various industries. He works closely with his clients to develop a strong and lasting relationship to be able to best meet their accounting and tax needs.
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Jim Cardosi CPA
Principal
Jim has over 12 years of experience in public accounting, focusing on tax planning and compliance for individuals, small to medium-size businesses and real estate owners. He values building strong relationships in order to address the unique tax situation of each individual and business he works with. Prior to his career in public accounting, Jim served seven years as a Naval Flight Officer aboard the P-3C Orion and as a member of the Chief of Naval Operations' staff in Washington, D.C. Jim holds a B.A. in Political Science from Villanova University, an M.B.A. from The George Washington University and Master of Science in Taxation from American University. Outside of the office Jim enjoys running, hiking, and trying to keep up with his wife and teenage son on family mountain bike outings.
Jim Cardosi CPA
Principal
Jim has over 12 years of experience in public accounting, focusing on tax planning and compliance for individuals, small to medium-size businesses and real estate owners. He values building strong relationships in order to address the unique tax situation of each individual and business he works with. Prior to his career in public accounting, Jim served seven years as a Naval Flight Officer aboard the P-3C Orion and as a member of the Chief of Naval Operations' staff in Washington, D.C. Jim holds a B.A. in Political Science from Villanova University, an M.B.A. from The George Washington University and Master of Science in Taxation from American University. Outside of the office Jim enjoys running, hiking, and trying to keep up with his wife and teenage son on family mountain bike outings.
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What we offer
Our services
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01
Tax
Tax planning works best as a year-round conversation, not a once-a-year filing. Archer Lewis advisors stay engaged with your business throughout the year, backed by 600+ specialists nationwide.
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02
Federal, State & Local Tax
Federal, state, and local tax obligations don't slow down, and neither do we. Archer Lewis handles accurate, on-time filing across every jurisdiction where your business operates.
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03
Tax Authority Representation
Facing the IRS alone is a mistake. Archer Lewis stands between you and the tax authorities, handling audits, appeals, and collections so you don't have to.
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04
Tax Planning
Filing accurately is the baseline. Tax planning is what actually reduces what you owe: year-round strategy that shapes decisions before the tax consequences are locked in.
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05
Advisory
Selling a business, planning an exit, restructuring, or preparing for growth are among the most consequential decisions an owner will make. Archer Lewis brings financial expertise and strategic clarity to these moments.
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06
Forensic & Litigation Support
Financial disputes, fraud investigations, and litigation support require a different kind of accountant. Archer Lewis brings forensic expertise and expert witness capability to matters where the numbers have to be right and defensible.
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07
Transaction Advisory
Buying or selling a business is one of the most consequential financial decisions you'll make. Archer Lewis provides the financial due diligence and deal support to make sure you go in with your eyes open.
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08
Private Client Services
High-net-worth individuals and families face financial complexity that extends well beyond an annual tax return. Archer Lewis brings together estate planning, family office services, and succession strategy to help preserve and direct your wealth according to your intentions.
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09
Estate, Trust, & Gift Planning
What you've built deserves a plan for what happens to it. Archer Lewis structures estate, trust, and gift strategies that keep more with the people you intend, and less with the IRS.
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10
Succession & Transfer Planning
How your business or wealth transfers, to family, a partner, or a buyer, is one of the most consequential decisions you'll make. Archer Lewis builds succession plans that protect your value and give you control over what happens next.
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Industries we serve
Industries our Portland office serves
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01
Healthcare
Healthcare practices face reimbursement accounting, physician compensation structures, and practice valuations that most generalist firms handle poorly. Archer Lewis works with medical practices and healthcare organizations that need specialists.
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02
Professional Services
Law firms, consultancies, engineering firms, and other professional service businesses have their own financial complexity. Archer Lewis works with professional service firms that need advisors who understand how they operate.
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03
Real Estate
Real estate tax is its own discipline. Archer Lewis works with property owners, investors, and developers who need specialists in depreciation, 1031 exchanges, cost segregation, and real estate tax strategy.
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Small Business
Most small business owners handle their finances longer than they should. Archer Lewis takes it off your plate: bookkeeping, tax, payroll, and planning handled by a local team that knows your business.
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Technology
Tech companies face accounting and tax complexity that most firms aren't built for: R&D credits, equity compensation, revenue recognition, and rapid scaling. Archer Lewis works with technology businesses from startup through exit.
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Portland, Maine
70 years of trusted advice. One conversation away.
Address
400 Congress St, 4th Floor, Portland, Maine, 04101
Ready when you are
Sit down with an advisor who knows your business and stays with you all year — not just at tax time.
Also available
Other services at our Portland office
- Cost Segregation Studies
- IC-DISC Export Tax Strategy
- Divorce Financial Planning
- Stock/Option Planning
- Tax Loss Utilization Planning