Portland,
Maine
Local accounting & tax services
Archer Lewis Portland
511 Congress St, #900, Portland, Maine, 04101
Phone
207-774-0882Hours
Mon–Fri: 9AM–5PM
Overview
About our office
Running a business in Portland means juggling growth, taxes, and the day-to-day, often all at once. The Honeck & O'Toole team has spent decades helping Maine businesses and families keep their books clear, their tax strategy sound, and their next decision an informed one. From the office on Congress Street, they work alongside clients across Greater Portland as a steady financial partner year-round, not just at tax time.
Meet the team
Meet our team
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Jacqueline Casto
Jacqueline Casto is a Corporate Principal at Archer Lewis and a strategic tax leader with nearly two decades of experience advising global organizations, private equity firms, asset managers, and closely held businesses through complex tax compliance, structuring, and transactional matters. Jacqueline plays a cross-enterprise leadership role supporting firm integration, Principal transitions, and the development of high-value advisory capabilities, including transaction and M&A services. She partners across offices to elevate technical depth, strengthen operational alignment, and position the firm for scalable growth. She is widely recognized for her expertise in passthrough entity taxation, specialized allocations, Section 754 adjustments, and sophisticated deal structuring. Her approach to compliance integrates proactive tax planning and strategic consulting to deliver the most tax-efficient outcomes for clients, both at the business and individual level. Her hallmark is blending deep technical knowledge with strong leadership. She mentors teams, advances firmwide initiatives, optimizes processes, and manages complex client relationships with clarity and confidence. Jacqueline thrives at the intersection of strategy, execution, and leadership, helping organizations capture value, streamline compliance, and make informed decisions in high-stakes environments.
Jacqueline Casto
Jacqueline Casto is a Corporate Principal at Archer Lewis and a strategic tax leader with nearly two decades of experience advising global organizations, private equity firms, asset managers, and closely held businesses through complex tax compliance, structuring, and transactional matters. Jacqueline plays a cross-enterprise leadership role supporting firm integration, Principal transitions, and the development of high-value advisory capabilities, including transaction and M&A services. She partners across offices to elevate technical depth, strengthen operational alignment, and position the firm for scalable growth. She is widely recognized for her expertise in passthrough entity taxation, specialized allocations, Section 754 adjustments, and sophisticated deal structuring. Her approach to compliance integrates proactive tax planning and strategic consulting to deliver the most tax-efficient outcomes for clients, both at the business and individual level. Her hallmark is blending deep technical knowledge with strong leadership. She mentors teams, advances firmwide initiatives, optimizes processes, and manages complex client relationships with clarity and confidence. Jacqueline thrives at the intersection of strategy, execution, and leadership, helping organizations capture value, streamline compliance, and make informed decisions in high-stakes environments.
Services -
Peter Callnan
40 years of experience in public accounting providing business advisory services and individual tax compliance. Committed to building valued relationships with clients through individualized innovative responses to their needs.
Peter Callnan
40 years of experience in public accounting providing business advisory services and individual tax compliance. Committed to building valued relationships with clients through individualized innovative responses to their needs.
Services -
Joyce Broadwater
Specializing in tax strategy and business growth.
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
Estate, Trust, & Gift
What you've built deserves a plan for what happens to it. Archer Lewis handles estate, trust, and gift tax work for business owners and families who want control over how their wealth transfers, and to whom.
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03
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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04
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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05
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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06
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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07
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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Industries we serve
Industries our Portland office serves
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01
Construction
Construction accounting is different: job costing, percentage of completion, retainage, and contractor tax issues that generalist advisors miss. Archer Lewis works with contractors and developers who need specialists.
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02
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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03
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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04
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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Portland, Maine
70 years of trusted advice. One conversation away.
Address
511 Congress St, #900, 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
- Accounting System Design/Support
- Financing Assistance
- M&A/Acquisition Analysis
- Retirement Plan Assistance
- Bankruptcy Guidance
- Insurance Planning
- College Funding Planning
- Elder Care Planning
- Real Estate Investment Planning
- Cash Flow Management