Tax Season Protocol

Our process is the same fore all locations. However you may drop off at the location nearest you, your accountant will work out of a single office and we will forward information to the appropriate office when needed.

Year end consultations and planning

Starting in November, as the year ends, we start appointments for tax planning and year end consultations. These are if needed and can be in person or over the phone. This is a great time to sit down and review your income and expenses and plan how this will impact your taxes. We pause all in person appointments, at all locations, January 15th – April 15th.

Prepare Year-End Documents

If you use QuickBooks Please CLICK HERE to get a list of the reports we need to prepare taxes.

Please use our Tax Organizers if you need a guide to prepare your information. If you are self employed you should use a personal and a small business organizer. 

Rockport Clients: For your comprehensive organizer please call Dawn at (207) 236-4700.

Send in or drop off your documents

Farmingdale Clients – All Clients of John Hallee please use:

Back River Financial, 690 Maine Ave, Farmingdale ME 04344.

We have also installed a large, secure drop box outside our front door. Or you can also fax them to us at (207) 621-0872.


Rockport Clients – All clients of Ingrid Van Steenberg please use:

Back River Financial, PO Box 845, Rockport ME 04856.

You can drop off in person to 331 Commercial Street or you may fax them to us at (207) 236-4749.

There is no appointment needed to drop off or send in your documents.


We complete your taxes

We will complete your taxes and we will call you if we have any questions.

We will then send you a completed package.

All originals mailed or dropped off will be returned with your tax package.

When you receive your completed taxes, you can review and sign for us to e-file.

If you have any questions you can reach out to us and we can set up a phone consultation to review the package.