JD Stewart Financial

JD Stewart Financial A one-stop shop for all your financial needs, including tax preparation, retirement strategies, coll Many people ask themselves how do I plan for retirement.

Will I pay taxes in retirement? Has my life insurance company recommended life insurance based on my needs? Where can I find the mortgage rates that I need to refinance or purchase a property? Doesn’t it make sense to work with an agency that provides programs and services for your specific financial planning goals? Finances can be complex. We believe the proficiency an individual needs is best pr

ovided by an independent agent --someone with the integrity and professionalism to take the time to learn about your specific needs and then tailor the best possible program for you. A financial adviser should be able to assist you with services that take into account your major financial decisions. Tax preparation, mortgage loans, life insurances, retirement planning, 401k performance, our agency offers a wide range of services.

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Do you need to get your taxes done? We offer a virtual service using a secure portal. You do not have to make an appoint...
02/23/2026

Do you need to get your taxes done? We offer a virtual service using a secure portal. You do not have to make an appointment, go out in the cold weather, wait in any lines, or go back home because you forgot something.
For more information, message here, or send an email to: [email protected]

05/31/2025

**Last chance** Late fees start on Monday for your Maine Annual report. If you need our office to file the report for you, email your information to [email protected] ASAP.
Monday morning is an additional $50 fee from Maine.

Send a message to learn more

EXTENSIONS! Seems to be the word of the day. If you do not have your information ready to file, and you need an extensio...
04/06/2025

EXTENSIONS! Seems to be the word of the day. If you do not have your information ready to file, and you need an extension, please send an email to: [email protected]

With just over two weeks to go, filing your taxes doesn’t need to be stressful! From the comfort of your home, your offi...
03/31/2025

With just over two weeks to go, filing your taxes doesn’t need to be stressful! From the comfort of your home, your office, or anywhere- you can upload to our secure portal and have your taxes prepared quickly.
FMI: [email protected]

Three weeks to go before the tax filing deadline!  We can help you  virtually, drop off at our S**o or Windham office, o...
03/24/2025

Three weeks to go before the tax filing deadline! We can help you virtually, drop off at our S**o or Windham office, or in person appointment.

Happy St. Patrick's Day!  Our favorite color is GREEN!
03/17/2025

Happy St. Patrick's Day! Our favorite color is GREEN!

In person, drop off, or virtual!
03/15/2025

In person, drop off, or virtual!

Attention Business Owners:  If you have an S-Corp or Partnership, you must file your tax return, or an extension by Mond...
03/15/2025

Attention Business Owners: If you have an S-Corp or Partnership, you must file your tax return, or an extension by Monday March 17th. If you need assistance please email [email protected] - we are working all weekend!

03/04/2025

Great feedback from a new client!

I just had my taxes done here for the first time, as a new client. I dropped them off and got a call a short time later that they were done. The cost was incredibly reasonable- I wish I had thought to ask them for help before spending 2 weeks trying to sort out the “tax-eze” and trying to do them myself.
As a senior, the reasonable cost was also a factor in my choosing your company. Every dollar counts when you are retired and quality workmanship at a reasonable cost is very important when you are on a serious budget. Thank you JD Stewart Financial!

Send a message to learn more

Over 400 tax returns filed and we are just getting started! Are we accepting new clients? YESCan I drop off my informati...
02/19/2025

Over 400 tax returns filed and we are just getting started!
Are we accepting new clients? YES
Can I drop off my information? YES
Can I upload to a secure portal? YES

FMI: [email protected]

02/12/2025

Address

76 Tandberg Trl
Windham, ME
04062

Opening Hours

9am - 7pm

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