Tax Season Protocol

For over 25 years clients have sat down with us to prepare their taxes. As we move into our third season that is being directly impacted by Covid-19 we have decided to make some permanent changes to our tax season procedures.

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 January 15th.


Send in or drop off your documents

You can mail them to the office at:

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.

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.