If you are interested in Taxes Plus providing services, please contact us at 207-230-8624 or email .
To Schedule Your Own Appointment

​Please do not email sensitive documents.

Then you:

• Complete the New Client Organizer found in the link below
• Provide a copy of your and your spouse’s (if applicable) current State ID or Driver’s License
• Please provide a copy of your social security card and your spouse’s and child(ren) social security cards if applicable
• Provide a copy of your last completed tax return
• Provide current tax year’s information by US mail or secure portal (which we will set up for you when you become a Taxes Plus client)
• Privacy Policy (PDF)
• New Client Engagement Letter (PDF)
• New Client Checklist (PDF)

New Client Organizer (PDF)