The story behind Poulin Financial Services.

Marc M. Poulin, CPA

Marc M. Poulin, CPA

Marc has experience providing tax and accounting services to businesses and individuals since 1980. Marc has worked in a Big Six accounting firm and spent 12 years in real estate development as Chief Financial Officer of organizations that financed and built housing, resort developments and nursing homes throughout the United States. He now devotes his energies to offering his range of experience – encompassing business organizational structuring, finance, accounting, tax planning and tax preparation – to clients that require these services customized to their needs. Marc holds a Bachelor of Science Degree in Accounting. He began using QuickBooks at PFS in 1997 and became a Certified QuickBooks ProAdvisor in 1999. Marc was a member of Intuit’s Advisory Council 2006-2008 and was a member of the QuickBooks Speakers Bureau 2006-2010.

Lori L. Aliberti, EA

Lori L. Aliberti, EA

Lori is one of our senior tax accountants here at PFS.  Her experience working in various industries such as retail, wholesale distribution, health care services and restaurant provided a foundation that led her to focus on tax and accounting services since 1999.  She specializes in Tax preparation, tax planning, business consultation, financial report preparation, bookkeeping, and payroll services.  Her client engagements include small businesses, non-profit organizations, homeowner associations, estates, trusts, and individuals.  Lori holds an Associates Degree in Business Administration and Accounting, and is an Enrolled Agent with the IRS – licensed to practice before the IRS.  She has been an active member of the National Association of Tax Professionals since 2005.  Among her credentials, Lori holds an advanced certification proadvisor status for QuickBooks desktop, online and Point of Sale versions and is also recognized as a Xero proadvisor. 

Ericka Temple, EA

Ericka Temple, EA

Ericka has experience in the tax field since 2001. After working 12 busy tax seasons at H&R Block in Maine, she easily transitioned to Poulin Financial Services. Ericka studied at Bob Jones University in South Carolina and earned a Bachelor of Science degree in Accounting. She is also an Enrolled Agent – licensed to practice before the IRS and is a Certified QuickBooks ProAdvisor. Ericka prepares individual and business tax returns as well as consults with PFS clients on the use of QuickBooks.

Justin Stewart

Justin Stewart

Justin has been working in the tax and accounting field since 2010. He has experience preparing personal and business tax returns along with providing bookkeeping and payroll services for clients. As an Advanced Certified QuickBooks ProAdvisor, he offers a wide array of QuickBooks services including initial business setup, client training and troubleshooting everyday problems. He earned his Bachelor of Science Degree in Accounting from the University of Maine at Augusta and is an Enrolled Agent – Licensed to practice before the IRS.

Kola Brown, EA

Kola Brown, EA

Kola has been working in the tax and accounting field since 1995. Her experience includes preparation of income tax returns, general bookkeeping, payroll and sales tax accounting, sales and billing auditing, as well as operating her own tax practice. Kola earned a Bachelor of Science Degree in Accounting from Thomas College. She is an Enrolled Agent – licensed to practice before the IRS, and is a Certified Quickbooks Pro Advisor.

Amy Roarke, M.A.

Amy Roarke, M.A.

Amy provides accounting, bookkeeping and payroll services in-house and at client locations, as well as client training in the use of QuickBooks. She has experience since 2007 with small-to-midsize businesses in construction, retail, non-profit, pharmacy retail and respiratory therapy. She holds an M.A. in Mathematics which has enabled her to be an instructor at local community colleges. She is a Certified Quickbooks Pro Advisor.
Doreen Parlin

Doreen Parlin

Doreen has experience since 1991 with Business Management, and providing payroll and accounting services in many industries. This includes retail, restaurant, legal, real estate, publishing, property management, plumbing and financial. She has an Associates Degree in Accounting with Paralegal Studies. Doreen provides Accounting, Bookkeeping and Payroll Services for PFS clients. She is a Certified QuickBooks Desktop and QuickBooks Online ProAdvisor. Doreen also travels to multiple client locations, and offers onsite bookkeeping and payroll services along with in-house services.

Cindy Olson

Cindy Olson

Cindy has experience in Office Administration which involved positions such as Human Resources Generalist of a manufacturing company, as well as Assistant Manager of a credit union. Cindy is responsible for the office operations so that Poulin Financial continues to run smoothly and efficiently.

Sue Fenton

Sue Fenton

Sue joined the Poulin Financial team after retiring from her management role at Unum. Her vast management and educational talents exceed the standard qualifications for her role as a Tax Preparation Assistant and Administrative Associate. Sue brings a level of professionalism to the team that reinforces the PFS commitment to providing clients with quality services.

Marc M. Poulin, CPA

Marc M. Poulin, CPA

Marc has experience providing tax and accounting services to businesses and individuals since 1980. Marc has worked in a Big Six accounting firm and spent 12 years in real estate development as Chief Financial Officer of organizations that financed and built housing, resort developments and nursing homes throughout the United States. He now devotes his energies to offering his range of experience – encompassing business organizational structuring, finance, accounting, tax planning and tax preparation – to clients that require these services customized to their needs. Marc holds a Bachelor of Science Degree in Accounting. He began using QuickBooks at PFS in 1997 and became a Certified QuickBooks ProAdvisor in 1999. Marc was a member of Intuit’s Advisory Council 2006-2008 and was a member of the QuickBooks Speakers Bureau 2006-2010.

Lori L. Aliberti, EA

Lori L. Aliberti, EA

Lori is one of our senior tax accountants here at PFS.  Her experience working in various industries such as retail, wholesale distribution, health care services and restaurant provided a foundation that led her to focus on tax and accounting services since 1999.  She specializes in Tax preparation, tax planning, business consultation, financial report preparation, bookkeeping, and payroll services.  Her client engagements include small businesses, non-profit organizations, homeowner associations, estates, trusts, and individuals.  Lori holds an Associates Degree in Business Administration and Accounting, and is an Enrolled Agent with the IRS – licensed to practice before the IRS.  She has been an active member of the National Association of Tax Professionals since 2005.  Among her credentials, Lori holds an advanced certification proadvisor status for QuickBooks desktop, online and Point of Sale versions and is also recognized as a Xero proadvisor. 

Ericka Temple, EA

Ericka Temple, EA

Ericka has experience in the tax field since 2001. After working 12 busy tax seasons at H&R Block in Maine, she easily transitioned to Poulin Financial Services. Ericka studied at Bob Jones University in South Carolina and earned a Bachelor of Science degree in Accounting. She is also an Enrolled Agent – licensed to practice before the IRS and is a Certified QuickBooks ProAdvisor. Ericka prepares individual and business tax returns as well as consults with PFS clients on the use of QuickBooks.

Justin Stewart, EA

Justin has been working in the tax and accounting field since 2010. He has experience preparing personal and business tax returns along with providing bookkeeping and payroll services for clients. As an Advanced Certified QuickBooks ProAdvisor, he offers a wide array of QuickBooks services including initial business setup, client training and troubleshooting everyday problems. He earned his Bachelor’s Degree in Accounting in May of 2013 from the University of Maine at Augusta and is an Enrolled Agent with the IRS – Licensed to practice before the IRS.

Doreen Parlin

Doreen Parlin

Doreen has experience since 1991 with Business Management, and providing payroll and accounting services in many industries. This includes retail, restaurant, legal, real estate, publishing, property management, plumbing and financial. She has an Associates Degree in Accounting with Paralegal Studies. Doreen provides Accounting, Bookkeeping and Payroll Services for PFS clients. She is a Certified QuickBooks Desktop and QuickBooks Online ProAdvisor. Doreen also travels to multiple client locations, and offers onsite bookkeeping and payroll services along with in-house services.

Tracy Opalnyk, CPA

Tracy Opalnyk, CPA

Tracy has experience providing accounting, auditing, audit readiness, payroll, and management services to small businesses, nonprofits, corporations, and start-ups since 1989. Her industry exposure includes church administration, education, banking, legal, pharmaceuticals, food service, architecture, and construction. She gained international experience working in multiple currencies while living in Russia for four years. She has a Bachelor of Science and Bachelors Degree concentrating in Accounting from Walla Walla University. She is a Certified QuickBooks Desktop and QuickBooks Online ProAdvisor. Tracy provides Accounting, Bookkeeping and Payroll Services for PFS clients.

Sue Fenton

Sue Fenton

Sue joined the Poulin Financial team after retiring from her management role at Unum. Her vast management and educational talents exceed the standard qualifications for her role as a Tax Preparation Assistant and Administrative Associate. Sue brings a level of professionalism to the team that reinforces the PFS commitment to providing clients with quality services.

Kola Brown, EA

Kola Brown, EA

Kola has been working in the tax and accounting field since 1995. Her experience includes preparation of income tax returns, general bookkeeping, payroll and sales tax accounting, sales and billing auditing, as well as operating her own tax practice. Kola earned a Bachelor of Science Degree in Accounting from Thomas College. She is an Enrolled Agent – licensed to practice before the IRS, and is a Certified Quickbooks Pro Advisor.

Cindy Olson

Cindy Olson

Cindy has experience in Office Administration which involved positions such as Human Resources Generalist of a manufacturing company, as well as Assistant Manager of a credit union. Cindy is responsible for the office operations so that Poulin Financial continues to run smoothly and efficiently.